TriStar Group/TriStar Investing can only discuss potential investing opportunities with Accredited Investors and only after a Pre-Screening process followed by a “Getting Acquainted” period where you learn about us and our investing style and we learn about you and your investing goals.

If you are unsure whether or not you are an “Accredited Investor” according to SEC guidelines, please click the links below to learn more.

If you are an Accredited Investor, please contact Susan Colwell at scolwell@tristarinvesting.com.  (We won’t attempt to sell you anything!!)  And while we will not be able to discuss specific offerings, we can begin to get to know one another. We also host educational tours of Baltimore and can share upcoming schedules with you.

 

Definition of an Accredited Investor

What is an ‘Accredited Investor’

An accredited investor is a person or entity that can deal with securities not registered with financial authorities by satisfying one of the requirements regarding income, net worth, asset size, governance status or professional experience. The term is used by the Securities and Exchange Commission (SEC) under Regulation D to refer to investors who are financially sophisticated and have a reduced need for the protection provided by regulatory disclosure filings. Accredited investors include natural individuals, banks, insurance companies, brokers and trusts.

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Eligibility of Trusts, Family Vehicles and Foundations to Make Fund Investments

http://trianglefunds.com/eligibility-trusts-family-vehicles-foundations-make-fund-investments/