Investment Management

We provide individualized asset allocation to you by taking into account of your risk tolerance and investment objectives. We aim to build portfolios that balance risk with returns. We build portfolios based on multi-asset investment strategy that diversifies across asset classes and global geographies by utilizing mutual funds, exchange traded funds, and individual bonds. As a fee-only advisory firm, we have incentive to deliver low cost solutions that minimize the performance drain that internal expenses and transaction costs can impose on returns. When we use mutual funds, we use no-load or institutional share classes that offer the least expensive access to the manager or strategy we want to utilize. We strive to construct portfolios that consistently display strong relative performance while minimizing portfolio volatility.

Hourly Financial Planning

We offer hourly financial planning services for you if you need a review of your retirement plan, investments in a 401(k), or a check-up to determine progress in meeting your financial goals. We will charge only for the time we spend to deliver the solutions that you seek.

All of our services start from listening closely about your personal and family financial needs.  If you are interested in the services, please contact us to arrange an initial 30 minutes meeting. There is no-charge for the initial consultation.

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