About Us
Investment advisor, Financial Planning, Tax advisor
Our Experience
- More than 10 Years Working Experience
- Top Wall Street Investment Banks
- Top Accounting / Tax Firms
- Top Financial Service Firms
Our Expertise
- Stocks / Bonds / FX
- Derivatives (Futures, SWAP, Options)
- Mutual Funds, ETF,
- Structured Financial Products
- Alternative Investment Assets
- Portfolio Construction
- Investment Risk Management
- Financial Planning
- Wealth Management
- Tax Law, Tax Accounting
Our Credential
- CFA
- CPA
- FRM
- CAIA
- CPWA
- EA