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We offer asset management service through Separately Managed Account (SMA). Separately Managed Account is
private account that client owns the invested assets directly under his/her name. As an investment advisor, we are only
limitedly authorized to buy or sell securities on a discretionary basis in client’s account.
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Our asset management service is customized to achieve clients’ financial goals. The investment strategy will be
adjusted in accordance with changes in the goals and financial status of the client. To achieve the best return while
limiting the risk exposure, the portfolio manager reviews and analyzes all portfolios on daily basis.
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Each separately managed account is held at an independent custodian (such as Merrill Lynch, Charles Schwab, TD
Ameritrade, etc. ), which provides transactions confirmations, monthly statements, and year-end 1099 tax information
directly to client.
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Experienced investment professionals provide institutional-level portfolio management for individuals.
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"No Profit, No Management or Performance Fee" is our fee structure .Our mission is to bring clients the best
professional services with the most fair, reasonable and attractive fee terms. We will not charge any
Management or Performance fees, if client’s account does not earn a profit.
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Unlike brokerage account that clients are charged by commission per trade and sales of investment products,
advice fee of separately managed account is charged based on total assets or performance. So the portfolio
manager has same interests and goals as the clients, to achieve good returns and consistent assets growth.
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Offer clients individual, actively managed accounts (no pooled assets), the assets are never commingled with
the assets of the portfolio manager or other investors.
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Monthly statements and confirmation fully disclose all transaction costs, expenses, and management fees.
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You may add to or withdraw from your account at any time.
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One-on-one relationship with portfolio management team
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