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Brad Reifler Case

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Two less than satisfying investment situations led Brad Reifler, Founder and CEO of Forefront Capital, to readjust his target audience from "accredited investors," as defined by the Securities Commission, to middle-class America, or non-accredited investors, the overlooked 99 percent. The first, a personal investment in a college savings plan for his daughters that actually lost money and the second, the discovery that his father-in-law did not make the cut as an accredited investor despite 35 years of saving for retirement. This change in direction has led Reifler to develop a plan designed specifically for non-accredited investors who have limited options in which to invest. With this new focus and plan, Reifler also determined five

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