Investing for Growth

The 2008 financial crisis proves that there is "no place to hide" in this marketplace, even for value investors. The stocks that recover the most are still proven to be growth stocks. Long term growth investing yields the best returns. Portfolio construction is the key to success.

Our individually managed investment model is designed for investors seeking actively managed accounts. We are a fee based only advisor and do not sell other financial products. With our office based in the San Francisco Bay Area, we are dedicated to serving clients in California and beyond.

Our founder, Antonio Kwok, oversees all portfolio management and investment decisions. Tony Kwan, co-founder & operations manager, is in charge of our day-to-day operations and client services. Clients also have access to our designated Institutional Service Team for all account issues,

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