OUR SERVICES

We strive to bring clients clarity and success in a highly conflicted and often overwhelming financial world. We like to think our work has a material impact to enhance investment performance and financial health of our clients, their families and all effected.  

 We provide index and benchmark consulting services. Our core investment strategies are to follow the uptrend of indices in global asset classes, and rotate to money market in the downtrend. We target to enhance  the most important part of your investment - index/ benchmarks, and help you follow the right market trend and minimize downsize risks. 

Tied of hearing CHEAP talk and worry about natural weakness of long-only strategy? Subscribe and see our daily index performance and comparison. You are the judge to make a decision!  

 We provide index investment advisory services to institutional clients. We can help out to enhance fund benchmark performance, or provide unique theme indices, multi-factor enhanced indices, global quantitative strategy and  fundamental research on some companies in digital economy, etc. 

We also offer comprehensive consulting services for developing asset management business in China or China related investments, including fund products and compliance, fund risk and performance improvement, high net worth individual, private bank and family office market analysis as well as extending financial net network in China.     

 Life moments provide great joy, but come with so many financial questions.   Don’t worry, we’re by your side to help out you through every step. We are your financial resources to effectively process or refer to appropriate specialists for any questions on financial planning, insurances, retirements planning, including individual, family and corporate business.  

 Stressed out about taxes, not only today but into the future? We’re here to make tax preparation and filing simple. Just schedule an appointment, prepare the necessary files and we'll do the rest. We'll also optimize your current and future taxes, and help you get the largest eligible refund. 

 We lived in a modern debt society. People faced with significant credit card debt, car loan, student loan, mortgage, business loans, etc. We can help customers consolidate the debts, provide powerful tools to manage family budget and shred debts effectively.