Directed IRA Podcast cover image

WEBINAR 21: Investing in Alternative Assets with and IRA or 401k

Directed IRA Podcast

00:00

What Is an Accredited Investor?

Matt Aaron: Our ideal client is accredited investors, because or qualified purchasers. And we feel we can give them a better, more predictable outcome. We have clients that were purely in market-driven asset allocated portfolios last year. But there was no place to hide, right? Qualified purchaser, the main differences between these two categories are the opportunity set with a qualified purchaser. You're talking about a net worth, best portfolio of 5 million or more and doesn't include your primary residence again.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app