For Advisors


Our solutions for financial advisors includes investment consulting, sub-advisory and third-party asset management arrangements.



Take your practice to a new level.

Joseph Lu, CFA

Book a meeting now to explore how we might be able to add value to you.

 

Turnkey Asset Management Program

Actively-managed strategies driven by original research. 

Our dedicated investment management solutions include:


We offer our investment strategies, through separately managed accounts ("SMA") at Charles Schwab. Our fee for investment management fee is a competitive, flat-AUM fee only. Please read our Form ADV 2A for additional disclosures regarding our fees.



 

 


Schedule a meeting with us now and discover how our expertise and services can add value to your portfolio.