Our Services
Each investor has different expectations – financial goals, risk tolerance, investment horizon and income needs. We will work closely with you to understand your objectives and create a customized investment plan. Over time, we will monitor your need between wealth accumulation and wealth protection.
Each investor has different expectations – financial goals, risk tolerance, investment horizon and income needs. We will work closely with you to understand your objectives and create a customized investment plan. Over time, we will monitor your need between wealth accumulation and wealth protection.
- Financial Planning
- Wealth Management
- 401(k) Rollover
- Trust Accounts
- College Savings
Investment Philosophy
We seek to provide consistent long-term performance without the market volatility. Our disciplined long-term approach emphasizes broad diversification, risk control, and expense management. What makes us unique is our consistent philosophy and experience in executing investment strategies successfully.
Investment Process
Dividend Income Strategy
Incorporate dividend paying stocks in a portfolio to achieve superior long-term return with less market risk. Companies with sustainable and growing dividends imply that their businesses are healthy and management is optimistic about their outlook. Dividend is an important
component of total return as it represents approximately 40-45% of the historical stock market return.
Opportunistic Strategy
Opportunistic means being proactive and implementing strategies to take advantage of different market conditions. We recognize that
investors cannot have the same diversification strategy for different investment environment. For example, it does not make sense to have
the same strategy for a bull market and a bear market.
As an independent advisor we are not affiliated with any investment firm or financial product. We have the flexibility to recommend only appropriate investments for clients.
We seek to provide consistent long-term performance without the market volatility. Our disciplined long-term approach emphasizes broad diversification, risk control, and expense management. What makes us unique is our consistent philosophy and experience in executing investment strategies successfully.
Investment Process
- Establish client investment objectives
- Research appropriate investments
- Anticipate business environment
- Monitor portfolio risk and diversify
Dividend Income Strategy
Incorporate dividend paying stocks in a portfolio to achieve superior long-term return with less market risk. Companies with sustainable and growing dividends imply that their businesses are healthy and management is optimistic about their outlook. Dividend is an important
component of total return as it represents approximately 40-45% of the historical stock market return.
Opportunistic Strategy
Opportunistic means being proactive and implementing strategies to take advantage of different market conditions. We recognize that
investors cannot have the same diversification strategy for different investment environment. For example, it does not make sense to have
the same strategy for a bull market and a bear market.
As an independent advisor we are not affiliated with any investment firm or financial product. We have the flexibility to recommend only appropriate investments for clients.