Creative Wealth Advisors, LLC hosts invitation only workshops for Accredited Investors. These workshops introduce our Modified Endowment Program (MEP) which enables investors to create a portfolio which includes alternative investments similar to how large University Endowments invest. These types of alternative investments are not offered to the general public and utilize asset classes including; private Real Estate, Private Equity, and Natural Resources. To attend these workshops, please fill and submit the form below or call our office at 617-965-7900 and we will take your information over the phone.
What is an Accredited Investor? An Accredited Investor is an individual or couple with a $1,000,000 net worth exclusive of residence. Or, it is an individual with an income of $200,000 a year for the last 2 years if single, or an income of $300,000 a year for the last two years if married. Other standards of accreditation apply at different levels, but this is the primary standard. These guidelines are not meant to alienate those who are not accredited; but are mandated requirements. We cannot offer or discuss these alternative investments with you until we establish that you are an Accredited Investor.
So, what’s next? Become a part of our investor community today by submitting the form below to us via the website, FAX, USPS, or E-mail. Once we receive the information, our staff will phone you and affirm your level of accreditation. This contact is a required part of the process. All information will be kept private. This phone call is typically a very brief information gathering discussion and not intended to ensnare you in a sales pitch. You are welcome to ask general financial questions if desired, but you will not be offered specific product information. You may also phone our office directly, where we will collect the necessary information over the phone. The entire process is very straight forward and only takes only a few minutes. Once a part of our investor community, we will contact you via e-mail, mail or fax (your choice) with information on our upcoming private workshops. We respect your privacy and you can opt out of receiving our information at any time.
Please complete the following Accredited Investor Qualifications e-form to apply.