The GV Wealth Fund is available exclusively to accredited investors. Click the option below that best describes your current financial situation to see if you qualify.
My total assets add up to over $1 million (excluding the value of my primary residence)
Yes →I've earned over $200,000 per year for the last two years (or $300,000 total with my partner)
Yes →My total assets add up to less than $1 million (excluding the value of my primary residence)
Yes →Wondering whether your situation qualifies? Here are two example profiles of accredited investors to help you see where you might fit.
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 now focused on enjoying her retirement and ensuring her money lasts. Over the years, Janice and her late husband saved diligently.
Janice qualifies just from her savings, IRA, and brokerage account — totaling a $1.1 million net worth. With her additional rental property, she's well above the minimum to access the GV Wealth Fund.
Robert is a 68-year-old retired business owner, married to Betty, with 3 kids and 8 grandkids. After decades of hard work, Bob is now enjoying his retirement, spending quality time with his family, and ensuring his money works for him.
Because Bob's annual income is over $210,000 per year, he qualifies. Bob is now looking to step away from consulting and is exploring the GV Wealth Fund to replace that income, allowing him to enjoy his retirement without financial worry.
Not sure if you qualify, or want to ask a question before getting started? Give us a call — a real person will pick up.
(515) 400-3013The 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.