Self-Directed Advisor Account
Self-Directed Advisor Acount is a client’s self-directed, nondiscretionary investment advisory program, which client makes the
decisions of what to buy, sell or hold in their account under the guidance of financial advisor.  It is designed for investors  who:
  • Value the investment knowledge, experiences and guidance of professional advisor when investing

  • Enjoy making their own investment decision of what wants to buy, sell or hold in their account.
The Features
  • One-on-one consultations to establish an investment plan and customized to your objectives

  • Investment advice based on our in house research as well as other buy side or sell side research that we consider
    the best in the business.

  • No interest conflict fee structure makes us have a common goal with client: to grow and protect client’s wealth.
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Self-Directed Advisor Account Process
    1. Create client’s profile with a comprehensive fact-finding session to develop an understanding of client’s reasons for  
    investing, the length of time to reach the goals and risk tolerance.

    2. Establish an investment strategy based on asset allocation under guidance of client’s investment objectives and risk

    3. Based on agreed-upon investment strategy and objectives, financial advisor makes recommendations of what to buy,
    when to buy and why to buy. Client makes final decisions of what to buy and when to buy.

    4. Monitor portfolio and make suggestion of changes as necessary because market and economic conditions are ever-
    changing. Client makes final decisions of what to sell, when to sell and what to hold.