Understanding Long-Short Strategies

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Accredited investor - A person is also considered an accredited investor if they have a net worth exceeding $1 million, individually or jointly with their spouse. This amount cannot include a primary residence. To be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years, expecting to earn the same or a higher income in the current year. Learn more here.

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SEC regulations require clients to have access to an easy-to-read disclosure form regarding the nature of their relationship with the firm, called the Customer Relationship Summary, or Form CRS.