Private Markets & Liquidity
Suitability Score Matrix
A regulatory eligibility engine that scores medical-professional investors across four dimensions and reports the eligibility classification and total suitability score.
Investor intake
Select one option per dimension. The result updates live.
Qualified Purchaser, Accredited, or Retail.
Career stage as a proxy for earning stability.
Low tolerance is an automatic knockout.
The mandate the portfolio is built around.
Eligibility result
SuitableQualified Purchaser
Eligibility confirmed. Total suitability score 135.
Score breakdown
SEC Registration Status
Qualified Purchaser
50 pts
Practice Tenure
Late Career
25 pts
Liquidity Tolerance
High
30 pts
Allocation Strategy
Institutional
30 pts
Total suitability score
135 pts
Fiduciary guardrail
This matrix is a deterministic eligibility screen, not investment advice. A passing result confirms an investor may be offered the modeled private-market allocation; suitability of any specific vehicle is evaluated separately under the firm's fiduciary process.
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