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Disclosure Policy

I maintain this website in an effort to offer investor education. Since the summer of 2013, this website has also served as a communication platform for investors who are looking for investment advisory services. I would like to help the readers and investors to understand the evolution of portfolio construction methodologies, management techniques, investment vehicles, research revolution in behavioral finance, asset allocation, as well as keep investors up to date with what is going on in the global financial markets.

Readers will find it beneficial, whether from the standpoint of allocating to new investment styles and strategies in order to gain broader diversification or from the standpoint of a specialist needing to better understand the competing options available to sophisticated investors today. What I expect most for the readers and investors to know is that finance, despite its flaws, is a force that potentially can create a better and more prosperous world. Our passion, efforts, and intelligence are needed to achieve this.

This is a personal website organized and edited after work hours. All the investment perspectives and opinions expressed here are purely and entirely my own, based on my portfolio management experience. They do not represent the views of my firm. I do not claim to be nor make an effort to be an expert on any certain topic.

2 comments on “Disclosure Policy

  1. i just wanted to make a quick comment to say i’m glad i found your website. thanks. %anchor% %anchor% %anchor% %anchor% %anchor%

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