Equity Investments

Equity investments confer partial ownership to the investor. Investment results are tied to the success of the issuer, and gains and losses accrue to the investor in proportional share to their ownership.

Equity investments carry the risk that the issuer may not perform as expected, and/or the risk of loss of principal invested. Private-placement equity products listed on ImpactUs Marketplace are not publicly traded and are intended for investor who do not need a liquid investment.

You should consult your financial and tax professional who can help you assess how these investments can fit into your overall portfolio and how they might affect your tax situation.