ValueTech
Private Advisors
Active Stock Investing
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Customized full-service Investment Portfolio Management, based on personal financial goal, risk tolerance and market situation.
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Provide personal end to end investment advisory from account opening to investment management.
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Full range of investment selection including individual stocks, ETFs, mutual fund, bonds, options.
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No min balance to start.
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Your account in other Custodian. You have flexibility to deposit or withdraw. We help you trade without authority to withdraw.
Financial & Retirement Planning
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Flexible advisor-supported Investment Portfolio Analysis: You trade in your external account like normal and we do the review and analysis with continuous investment planning and monitor for you.
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Securely link all your external investment (including 401K, IRA), checking, saving, annuity, incentive plan or credit card, real estate(by Zillow), to have a full picture of financial planning and investment performance.
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Retirement account selection, investment management and consultation (e.g., 401K, IRA), investment tax planning.
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For both individual and small business.
Investment Consultation
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Educational workshop and discussion, securities analysis, recommendation, market information follow up.
English and Chinese Service
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Support both English and Chinese service.
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Platform in both English and Chinese.
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Responsive live company support.
Worldwide Account & Investment
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Support both US and China accounts. Other countries also supported.
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Support multiple account types: individual, Joint, Retirement for individual and small business.
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Support worldwide investment vehicles in one account, including US, China mainland, Hongkong, Japan, Europe and more.
How It Works
Consultation
Contact ValueTech Advisors to schedule a free initial consultation.
Account and Investment Plan Development
ValueTech Advisors will help open your account with ValueTech Advisors as your advisor. ValueTech Advisors will develop investment portfolio plan based on your financial goal, risk tolerance and market situation.
Investment Execution and Continuous Monitor
Flexible service type based on your needs. Capable to switch service type based on your needs.
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Full-service Investment Portfolio Management: ValueTech Advisors will execute in your account based on the investment portfolio plan you approved. ValueTech Advisors will provide continuous monitor and review.
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Advisor-supported Investment Portfolio Analysis: You trade in your account and we provide review and analysis. Link all your external accounts (view access only) to have a full review of investment planning and ongoing performance monitor.
Other ongoing financial planning & Investment consultation as needed.
Why Choose Us
Registered Investment Adviser
Institutional investment quality and resource
Utilize the latest technology to support investment and collaboration
US security and US technology industry financial analysis experience, with emphasis in US technology sector investment
Fiduciary. Client's interest first, as we are not compensated to sell investment product. (Align with the firm's interest)
Value Investing and Active Investing as strategy
