Accredited By
Proud Supporter
As Seen In
Compliant With
SEC 506(c)
Accredited Investor Examples
You Might Qualify and
Not Even Know It
Here are two real-world examples of investors who qualify for the GV Cash Flow Fund.
See if your situation is similar.
Example Investor 01
Meet Janice
Retired High School Teacher · Age 73
Janice is a 73-year-old retired teacher and widow who spent over 40 years shaping young minds. After a lifetime of smart financial planning, she's focused on enjoying retirement and making sure her money lasts.
Her Assets
Savings Account$50,000
Inherited IRA$790,000
Brokerage Account$260,000
Paid-off Rental Property$170,000
Janice qualifies. Her savings, IRA, and brokerage alone total $1.1M — well above the minimum threshold.
Example Investor 02
Meet Robert
Retired Electrician · Age 68
Robert is a 68-year-old retired business owner, married to Betty, with 3 kids and 8 grandkids. Even in retirement, Bob receives income from multiple sources and is looking to step back from consulting.
His Annual Income
Social Security$40,000
Union Pension$65,000
Electrical Consulting$105,000
Robert qualifies. His annual income exceeds $210,000 — above the $200K threshold for accredited investors.
Disclaimer: The scenarios above feature fictional characters created solely as examples to help illustrate the criteria for investing. They do not represent actual investors or clients of Grand Vision.