Our Belief and Story
We are an enterprising investment advisor. We pursue the latest & modern application of the fundamental investment deliberately. It builds our differentiated process and philosophy.
We have a challenge. It has only made us get a new opportunity to become more creative, adaptive, and efficient to deliver even better results consistently regardless of the environment as an experienced professional.
We are confident that we have significant equity investment experience, different ideas, unconventional views, and new approaches and are determined to prove it continuously through our performance and value-added to clients.
We welcome the challenge. We take it because we are very confident that we can bring new value-added to clients as our commitment.
We make all of our expertise & experience to work as hard as we can to serve clients and outperform the required fiduciary. Clients should not only have a great experience as a relationship but also obtain the result of outperformance through unique research. It makes the fiducial totality and our title as a professional investment expert.
We aim to be the best fiduciary with a client-centric culture. We do not like the unfortunate fact that there remain hidden excess fees and mechanics in asset management where the money is at stake. When Our innovation has to be able to a path to a lean and fiducial fight against the excesses.
By providing a direct-to-client SMA model completely without third-party funds and ETFs, we think there is room for clients to obtain a better return, and we are obsessed with it.
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Original Ideas and Research
We are an independent advisor. We conduct original research independently. Not just a conventional definition of “independent” advisor.
Specialized Investment Management
We are a specialized investment management and SMA advisory. Curated individual stocks for complementing the entire portfolio.
Discerning Deliberately
We are an independent thinker, neutral, and calm against market g-force. Think through and thoughtfully skeptic, unconventionally.
Investment Value
A long-term view on the secular growth of investment value. We view growth is more valuable in a sustainably low-growth world.
Fiduciary Duty
We must, at all times, serve the best interest of its client and not subordinate its client’s interest to its own. In other words, we cannot place its own interests ahead of the interests of its client.