Trust Score

Trustworthy; active professional engagement.

50%

Bert's Posts

  • About

    Our firm boasts over two decades of expertise in asset management and asset allocation, making us a reliable partner in your financial journey. Our key achievements include: - Long-standing experience in the field, spanning over 20 years - Proficient in asset management and allocation

  • Cases & Experiences

    We have a proven track record in handling substantial assets and selling substantial insurance cover. Our notable cases include: - Management of over $300 million USD in assets - Sale of more than $400 million USD worth of insurance cover

  • Work Order

    We provide assistance in various financial tasks to simplify your financial journey. Our services include: - Comprehensive financial planning - Strategic asset allocation - Insurance advisory and purchase

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

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