We provide two services like below.

1. One hour investment advising meeting.
   • 1st meeting is always free and then $150 per one hour meeting.
2. Portfolio management based on your financial situaions, goals and suitability.
   • We continuously monitor your portfolio and adjust if needed based on your suitability. The service fee is always 1% of asset under management. If we manage your $100,000 portfolio, we take $1,000 as the service fee.

The first meeting is always free to see your financial situations, goals and suitability. From the 2nd meeting, it will be $150 per one hour meeting.

We follow what people in the past learned after their own failures and passed to us as wisdom. We think that simplicity matters in investments such as long-term view, analyzing financial reports and valuing the businesses. One of the old saying that we follow is like below.

1. First rule, don't lose.
2. Second rule, don't forget the first rule.