Services

Provide investment advisory on client's portfolio trading and management, financial planning and investment consultation & educational workshop.

Active Stock Investing

Customized full-service Investment Portfolio Management, based on personal financial goal, risk tolerance and market situation.
Provide personal end to end investment advisory from account opening to investment management.
Full range of investment selection including individual stocks, ETFs, mutual fund, bonds, options.
No min balance to start.
Your account in other custodian. You have flexibility todeposit or withdraw. We help you trade without authority to withdraw.

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.
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.
Retirement account selection, investment management and consultation (e.g., 401K, IRA), investment tax planning.
For both individual and small business.

Educational workshop and discussion, securities analysis, recommendation, market information follow up.

Support both US and China accounts. Other countries also supported.
Support multiple account types: individual, Joint, Retirement for individual and small business.
Support worldwide investment vehicles in one account, including US, China mainland, Hongkong, Japan, Europe and more.