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By Staff Reporters
SPONSOR: http://www.CertifiedMedicalPlanner.org
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A hedge fund is a limited partnership of private investors whose money is pooled and managed by professional fund managers. These managers use a wide range of strategies, including leverage (borrowed money) and the trading of nontraditional assets, to earn above-average investment returns. A hedge fund investment is often considered a risky, alternative investment choice and usually requires a high minimum investment or net worth. Hedge funds typically target wealthy investors.
RETIREMENT SCAMS: https://medicalexecutivepost.com/2025/04/15/online-scams-retirement-accounts/
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My medical practice has a small self-directed pension plan with profit sharing features.
QUESTION: Can my medical practice’s retirement plan invest in a hedge fund?
Such a pension fund falls under a category called self-directed “plan” assets.
Among the rules are that each participant in the plan counts toward the 100 investor maximum under which most hedge funds operate, that each plan participant be a fully accredited investor, and that the hedge fund keep investments such as pension plans and other funds covered under ERISA to less than 25 percent of total assets under management.
IRA Hedge Funds: https://medicalexecutivepost.com/2025/04/02/hedge-funds-in-individual-retirement-accounts/
These factors will conspire to make it difficult for most small-office, self-directed pension plans to qualify for admittance into a hedge fund.
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Filed under: "Ask-an-Advisor", "Doctors Only", Accounting, CMP Program, Experts Invited, Financial Planning, Funding Basics, Glossary Terms, Investing, Marcinko Associates, Portfolio Management, Retirement and Benefits | Tagged: accredited investors, CMP, doctors, ERISA, hedge funds, limited partnership, Marcinko, MD, pension plans, physicians, private investors, profit sharing plan, retirement, Retirement Account Contribution Limits, self directed pension plan, wealthy investors | Leave a comment »
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