Accredited Investor

Some Alto Securities products are only offered to those who qualify as Accredited Investors. Our investors usually meet one of the regulatory criteria summarized below:

  • Net worth over $1 million, excluding primary residence (individually or with spouse or partner)

  • Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

     

  • Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)

  • Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)