Under SEC rules, an individual generally qualifies as an accredited investor if they meet one or more of the following criteria:

> Earned income over $200,000 annually (or $300,000 jointly) for the past two years, with an expectation of the same this year

Net worth exceeding $1 million, excluding a primary residence

>Hold certain SEC-recognized licenses, such as the Series 7, 65, or 82

> Because the WMG Cash Flow Fund is offered under Regulation D, Rule 506(c), accredited status must be independently verified prior to investing. Verification is typically completed through a third-party service or qualified professional.

In some cases, investors may be able to invest using retirement funds through a Self-Directed IRA (SDIRA) or by rolling eligible retirement assets into a self-directed account. Traditional employer-sponsored 401(k) plans generally do not allow direct investments into private funds unless they are rolled over into a self-directed structure.

Whether this option is available depends on your individual circumstances, plan rules, and custodian requirements. Wealth Mission Group does not provide tax or legal advice and does not serve as a custodian.

If you’re considering investing through retirement funds, we recommend speaking with your tax advisor or SDIRA custodian to determine eligibility and structure. Our team is happy to discuss the process at a high level during an alignment call.

We focus on collateral-backed lending and defined loan terms, not market appreciation. The underlying loans are secured by real estate and managed through institutional processes, underwriting, servicing, and monitoring, designed to protect capital first. That said, no investment is risk-free. Our goal is to reduce avoidable risk through structure, partner selection, and disciplined exposure.

We deploy into established private credit platforms like Vontive that originate and manage short- to medium-term, real estate–backed loans. We prioritize platforms with experienced credit teams, credit committees, disciplined underwriting, and strong servicing infrastructure, because process matters more than promises.

Capital is committed for 12 months to keep the strategy durable. Shorter liquidity often forces funds to hold excess cash, accept lower-yield opportunities, or add complexity that can dilute outcomes.

After 12 months, withdrawal requests can be submitted per fund terms with a 60-day notice period.

We invest our own capital alongside investors and participate in the same economics. By pooling our capital with yours, we’re able to secure stronger institutional allocations and diversify more effectively than most individuals can on their own. No quota-driven incentives. No fee stacking. Just a clean structure designed to align outcomes.

We built this fund for people who want income they can actually use: to fund what matters now. Your “dream fund.” Your family trips. Your hobbies. Your giving. Your breathing room. Not another account balance you keep staring at while life waits. It also keeps the fund structure clean and realistic, monthly payouts help us manage cash flows responsibly and steward capital with clarity.