Over 35 years of investment management expertise for high net-worth clients.
 

 

 

 

 

 

 

Our trademarked Baseline Growth Strategy is a successful tool for analyzing currencies, bonds and stocks.

This unique approach helps achieve long-term growth and capital preservation.

 


 

 

OUR EXPERIENCED TEAM

Putting together our decades in the wealth management industry, we have the expertise to identify the best investment opportunities for you.

We are fluent in English, Mandarin, Taiwanese, Fukienese, Shanghainese, Cantonese, and Korean.

Meet the Team

 

 

 

We welcome a chance to speak with you

Get in Touch