Are Direct Energy Investments Right for You?
M&W Financial, Inc. is a fully licensed brokerage firm dedicated solely to direct participation in domestic oil and gas drilling programs. We offer qualified investors the opportunity to participate in oil and gas wells through private placements. Our Registered Representatives use their industry knowledge, and their understanding of the investor’s goals, to create an individualized portfolio. By choosing diverse oil and gas drilling programs, our Registered Representatives can reduce risk and improve the returns on the investor’s overall investment portfolio.
Diversification of investments is essential to maintaining financial security. Oil and gas investments can be one part of a portfolio that includes stocks, commodities, real estate, as well as other assets. There is risk involved in these private programs, but for the suitable investor, there is also the potential for higher returns and significant tax advantages.
A typical participant in a partnership that we offer, has a net worth of $3 million or greater and can comfortably invest $30,000 or more in five or more oil and gas partnerships. Their investment in this industry is only one part of their complete investment portfolio which also includes investments with lower risk and greater liquidity.
At a minimum, each participant must be an accredited investor. An accredited investor, as defined by the Securities and Exchange Commission (SEC), must meet the following criteria: net worth of over $1 million at the time of the investment, or net income of over $200,000 for the past two years with the expectation of receiving the same income during the current year, or joint income for married investors of more than $300,000 over the same time period. Accredited investors may be individuals or entities such as banks, corporations, charitable organizations or trusts, although different asset/income requirements generally apply to entities.
At M&W Financial, we want you to fully understand the advantages and disadvantages to direct investment in the oil and gas industry. If you believe that you match our investor profile and meet the criteria set by the SEC as an accredited investor, please fill out the request form to receive a free, no obligation copy of Guide to Direct Investing in Oil & Gas. Given the complexity of this investment, this guide is an important first step for educating our potential investors.