We assist our clients to successfully grow/preserve their wealth by providing investment intelligence and buy–side coordinating.
Onshore Investment Coordinating
WM IntelligenceㆍCoordinating
- U.S. Market/Policy Monitoring, Financial Products Analysis
- U.S. Financial Products Sourcing, Acquisition Coordinating
- U.S. Investment/Portfolio Monitoring, Management Support
Tax-Advantaged WM Support
- U.S. Muni Bonds Tax Advantaged Investment Consultation
- U.S. Muni Bonds (by State, Funds/ETFs) Sourcing Support
- Portfolio’s Tax EfficiencyㆍTax Equivalent Yield Monitoring