Our Process

Wealth Management Process



1. Overall Market Analysis 
  • Identify current trends of the economic cycle 

2. Sector and Industry Analysis 
  • Recognize areas for overweight and underweight 

3. Specific Investment Selection 
  • Selection of individual investments according to analysis 

4. Portfolio Construction
  • Comprise portfolio according to current environment, analysis, client risk tolerance, time horizon, etc.

5. Monitor and Review 
  •  Constantly monitor and review to ensure targets and goals are maintained 
"When written in Chinese, the word 'crisis' is composed of two characters. One represents danger, 
and the other represents opportunity." 
- John F. Kennedy
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