Investment Strategy

Covers the legal considerations behind designing and implementing investment strategies, including fiduciary duties, suitability and disclosure obligations, and the structure of investment vehicles and advisory relationships. Addresses compliance with securities and regulatory rules, risk management, conflicts of interest, and documentation for portfolio decisions and investor communications.

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Are You an ‘Accredited Investor’? The New Rules That Open Crypto Funds to You

Are You an ‘Accredited Investor’? The New Rules That Open Crypto Funds to You

An “accredited investor” is someone who meets SEC thresholds—typically $200,000 annual income ($300,000 with spouse) or $1 million net worth excluding a primary home. Recent SEC updates also let some investors qualify via certain professional licenses or “knowledgeable employee” status, expanding access to private crypto funds. This article explains the definitions, new eligibility paths, and […]
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