Our philosophy.
Your wealth should be a source of stability and comfort, not worry. We start with a traditional U.S.-based portfolio and then thoughtfully add international exposure and select alternatives to provide balance and reduce reliance on current conditions in the U.S. economy and politics.
What do we do for high net worth individuals who are worried about tariff policy?
We can work with clients whose native language isn’t English.
我們與母語不是英語的客戶合作，可以幫助解決由於家庭成員在海外、計劃離開該國以及雙重徵稅的影響而可能出現的各種投資挑戰。
Nakikipagtulungan kami sa mga kliyente na ang unang wika ay hindi Ingles at makakatulong sa paglutas ng iba't-ibang hamon sa pamumuhunan na maaaring lumitaw dahil sa mga miyembro ng pamilya sa ibang bansa, mga planong umalis ng bansa, at ang mga implikasyon ng double taxation.
We build balanced portfolios with a U.S. foundation and selective international exposure to help reduce the impact of U.S. politics, tariff policy, and currency risk on client wealth.
How can you help protect your wealth from the current administrations Tariff policy?
We have the ability to diversify internationally amongst…
160 Markets
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36 Countries
•
28 Currencies
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160 Markets • 36 Countries • 28 Currencies •
Are you Tax Loss Harvesting?
Tax-loss harvesting turns market drops into tax savings without changing long-term exposure. We sell losing positions, capture the loss for taxes, and reinvest in a similar asset.
Losses offset gains or up to $3,000 of ordinary income per year, with unused losses carried forward. For a California 33.3% bracket (24% federal + 9.3% state), that equals about $1,000/year in saved taxes, which can be reinvested and compound.
10-year $100,000 portfolio at 10%
No TLH: $259,374
With TLH: potentially up to +$15,937 extra from reinvested tax savings
Same investments — higher after-tax result.
Beyond investment management, we provide comprehensive financial planning for clients at all stages, including those without current liquid assets.
Securities held at our preferred investment custodian IBKR are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000). In addition, Interactive Brokers LLC carries an excess SIPC policy with certain underwriters at Lloyd's of London, which extends the per-account coverage by an additional $30 million (with a cash sublimit of $900,000), subject to an aggregate limit of $150 million. Futures and options on futures are not covered. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities.
https://www.finra.org/investors/have-problem/your-rights-under-sipc-protection