Broker Check

Alternative Investments - Restrictions

There are required Annual Income and / or Net Worth minimums pertaining to investors who acquire these securities.  If you have an interest in these sophisticated investments, use the Have A Question? section of the Contact page, and a Family Legacy Concepts rep-advisor will call.

For limited education here, first review the definition of Accredited Investors and Qualified Investors. If you are an accounting or legal advisor and want to know more about Alternative Investment securities offered, use the Have A Question? section of the Contact page, and a Family Legacy Concepts rep-advisor will call.

By proceeding to the links below you acknowledge that you are an investor meeting the definitions of the Securities and Exchange Commission (SEC) and Cambridge Investment Research. For any further information, Compliance standards require that the Family Legacy Concepts rep-advisor spek with you one-on-one. In proceeding to links below, you acknowledge that you are an Accredited Investor or Qualified Investor:

Family Legacy Concepts does not offer Alternative Investment Products to the general investing public.  Investors must be Accredited or Qualified to obtain these products.  Suitability review includes investors' experience, understanding, and securities diversification.  Each product is reviewed by Cambridge Investment Research and involves Program Offering documents, such as a Private Placement Memorandum, which investors review before committing any money.  Clients will only obtain program descriptions from a duly licensed Series 7 advisor at Family Legacy Concepts, with comprehensive product training.