We offer asset management service through a Separately Managed Account (SMA). A Separately Managed Account is a private account where the 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 the client's account.
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 the financial status of the client. To achieve the best return while limiting the risk exposure, the portfolio manager reviews and analyzes all portfolios on a daily basis.
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 the client.
Experienced investment professionals provide institutional-level portfolio management for individuals.
"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 the client's account does not earn a profit.
Unlike brokerage accounts where clients are charged by commission per trade and sales of investment products, an advisor fee of a separately managed account is charged based on total assets or performance, so the portfolio manager has same the interests and goals as the clients: to achieve good returns and consistent asset growth.
Offer clients individual, actively managed accounts (no pooled assets), the assets are never commingled with the assets of the portfolio manager or other investors.
Monthly statements and confirmation fully disclose all transaction costs, expenses, and management fees.
You may add to or withdraw from your account at any time.
One-on-one relationship with portfolio management team
We help clients create multi-asset investment strategies for solution of "what to buy", "why to buy", "how much to buy", "when to buy" and "when to sell". Our strategic advisory is tailored to each client based on their objectives.
Our clients are high-net-worth individuals, family offices, and corporations.
| Service Fee Structure | |||
|---|---|---|---|
| Fee Standard | Payment | Minimum Balance | Minimum Fees |
| 0.1% of total assets per month | At the beginning of every month | $5,000,000 | $5,000 per month |