Covenant • Investor Education

How does AI impact your current investment strategy?

Explore Covenant’s perspective on AI, public and private markets, and what they may mean for your portfolio.

Public Markets

Liquidity and daily pricing.

Private Markets

Longer horizons and distinct liquidity considerations.

Structure first. Diversify deliberately.
Take the long view.

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For Accredited Investors

Explore the Covenant perspective.

Tell us where you are in your investment journey to continue to our materials on DocSend.

¹ Who is an accredited investor?

SEC Rule 501(a) of Regulation D defines accredited investors. Common individual qualifications include net worth exceeding $1 million, alone or with a spouse or spousal equivalent, excluding the primary residence; or annual income exceeding $200,000 individually or $300,000 jointly in each of the two previous years, with a reasonable expectation of the same income level in the current year. Individuals may also qualify through a Series 7, 65, or 82 license held in good standing.

Other categories cover certain issuer insiders, knowledgeable employees of private funds, qualifying family offices and clients, financial institutions, and entities meeting applicable asset, investment, or ownership tests. This is a summary, not the complete definition. See the SEC’s accredited investor guidance and full Rule 501(a) definition.

Checking the box records your self-certification. Additional verification may be required before investing. Requesting materials does not commit you to an investment.