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Investor Suitability

The Eckard Companies is an investment firm that offers various tangible assets to qualified, accredited investors. An accredited investor is a legal term describing an investor who meets specific parameters as defined by the Securities Exchange Commission (SEC). The following list of qualifications can be found on their website, http://www.sec.gov. This is neither a legal interpretation nor a statement of SEC policy, but rather a guideline that can be used to help determine an investor’s status as accredited. If you have any questions pertaining to the interpretation of these guidelines, please consult an attorney who specializes in securities law.

 

Please fill out the following form to verify that you are an Accredited Investor in order to receive more information from our firm.

 

Fullname:


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I am an accredited investor and have either an annual income of at least $250,000, or have an individual net worth of at least $1,000,000 excluding home and furnishings, or fall into one of the other categories under the current SEC guidelines.
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Note: Any information provided above is strictly confidential and will only be used in determining whether or not a candidate qualifies for additional information about our firm and the projects we are involved in.

Accredited Investors

Under the Securities Act of 1933, a company that offers or sells its securities must register the securities with the SEC or find an exemption from the registration requirements. The Act provides companies with a number of exemptions. For some of the exemptions, such as rules 505 and506 of Regulation D, a company may sell its securities to what are known as “accredited investors.”

The federal securities laws define the term accredited investor in Rule 501 of Regulation D as:

 

    • a bank, insurance company, registered investment company, business development company, or small business investment company;
    • an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
    • a charitable organization, corporation, or partnership with assets exceeding $5 million;
    • a director, executive officer, or general partner of the company selling the securities;
    • a business in which all the equity owners are accredited investors;
    • a natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $1 million at the time of the purchase;
    • a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; or
    • a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.

For more information about the SEC's registration requirements and common exemptions, read our brochure, Q&A: Small Business & the SEC.

 

Source: http://www.sec.gov/answers/accred.htm

News

  • November 3, 2011
    Eckard Investor Conference 2011 a Success
    Eckard Companies hosted its annual investor conference in September of 2011 in Dallas, Texas. We had a solid showing of around 125 investors and had presentations from some premier speakers on topics such as midstream development, oil and gas exploration, shale plays, mergers and acquisitions, tax law changes, and much more. The feedback we have received [...]
  • November 1, 2011
    Severe Texas Drought Threatens Coastal Wildlife

Contact Info

mailing address
P.O. Box 2039
Boerne, Texas 78006

telephone (800) 527 8895
             (830) 755 2112
facsimile  (830) 755 9188
info@eckardcompanies.com