Regency Wealth Management

Mark Andraos quoted in U.S. News & World Report

5 Things Accredited Investors Should Always Do

Having access to private placement investments adds risk and doesn’t guarantee success.

By Kayleigh Kulp, Contributor June 14, 2019, at 9:37 a.m.

It’s not enough to simply become an accredited investor; you’ve got to know how to go about researching and accepting the private placement offerings that are now available to you.

Private placement offerings are investments not registered with the U.S. Securities and Exchange Commission that are provided by specific companies, and they are usually higher risk with higher rewards, says Jared Weitz, CEO and founder of United Capital Source in Great Neck, New York. That’s because such offerings do not have to comply with the same regulations and disclosures as SEC-registered investments, adds David John Marotta, president of Marotta Wealth Management in Charlottesville, Virginia.

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