We are not stock brokers or insurance agents. We do not sell products e.g. annuities, variable life insurance.

We are a fee-based only advisor offering investment advisory services that encompass a wide range of investment objectives, from conservative to aggressive. This gives the client and us to design a custom program and asset allocation that meets the client's specific needs.

Our management fees are based solely on a percentage of total assets under our management (Asset-based) or based on the performance of the assets (Performance-based, 不獲利，不收費).

In this way, our economic incentives are aligned with the interests of our clients, and we are able to recommend and employ investment strategies that are in our clients' best interests.