White Brook Capital provides investment management services exclusively for qualified clients.
The risks of investing in a commingled fund such as White Brook Capital are different than in a diversified ETF of mutual fund, you can read more about those risks, here.
A person is considered a qualified client if:
An individual with at least $1.1 million in assets under management with the advisor immediately before entering into an investment advisory contract with White Brook Capital.
An individual with a net worth of more than $2.2 million, either by themselves or jointly with a spouse, immediately before entering into an advisory contract, excluding the value of their primary residence.
An individual who meets the definition of a "qualified purchaser" at the time an advisory contract is entered into, which requires ownership of at least $5 million of investments.
An individual who is an executive officer, director, trustee, general partner, or person serving in a similar capacity, as an adviser.
Registered brokers and investment advisors.
By accessing the quarterly commentaries you certify that you meet the requirements of a qualified client.