Our Advantages

We act as a financial butler to coordinate and collaborate with various professionals.

  • We act as a fiduciary in your best interest.
  • Our structure allows us to independently choose the reliable investments from a variety of sources.
  • Our team consists of Chartered Financial Analysts (CFA®) Charter holders, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Public Accountants (CPA), Chartered Life Underwriter®(CLU®) professionals, Registered Financial Consultants (RFC), and holders of Master of Business Administration (MBA) degrees, which allows us to connect your financial plan with your investment strategy.
  • We adjust your portfolio on an ongoing basis based on the collective recommendations from our Investment Committee.
  • We seek institutional class investment vehicles with efficient cost structures.
  • Our institutionalized trading system allows us to effectively implement and monitor your investment strategies.
  • We educate you through regular meetings, webinars, in-person seminars, and newsletters.