美國萬利理財(香港)有限公司
Money Concepts (Hong Kong) Limited 

WEALTH 財富管理

財富管理服務 Wealth Management Service

市場瞬息萬變,多元化的投資服務,才能滿足您不同的理財需要,把握投資機會

面對市場變化萬千,美國萬利理財提供多元化的投資服務及獨特的理財計劃,以滿足每位客戶的財務需要。我們不單提供個人化的專業建議,還提供了多元化的自助研究工具及交易服務。無論您有任何投資上的需要,美國萬利理財都會依照客戶的目標及專業意見,提供妥善投資管理服務及戶口服務


根據客戶的回報及風險需要,度身訂造合適的投資組合,理財分析及投資建議,為客戶實現理財目標


美國萬利理財財富管


· 所有客戶資產,由客戶直接持

· 客戶戶口受SIPC

· 以客戶名義,由專業託管銀行保

· 直接投資於各基金或保險公


· 多年豐富及全面的財富管理經

· 獨到的金融市場及環球經濟分

· 靈活及專業的投資策

· 嚴謹風險評估及管


全面理財策劃方

· 包括多種投資計劃、組合管理、 稅務策劃、退休收入、資產累積、資產保障、保險計劃及離岸信


財富增值潛

· 多元化的投資選

· 根據客戶的回報及風險需要,度身訂造合適的投資組

  

"We Provide True Wealth Management.”


Diversity and circumstance make it necessary to provide unique all-round and dedicated financial solutions customized to fit each client’s unique financial challenge and opportunity. Money Concepts offers customized advice, self-service research and trading tools. Whatever your special needs are, we offer the right mix of financial management services and accounts along with expert guidance.


Wealth Management Service

We provide customized selection to fit individual needs. Our financial analysis and investment advice help clients achieve their financial goals.


Safety

· All clients’ assets are under client’s own name.

· Client’s accounts are covered by SIPC.

· In custody of renowned custodian bank

· Direct investment in mutual funds and insurance companies


Expertise

· Comprehensive experience in wealth management

· Unique market and global economic intelligence

· Flexible and professional investment strategies

· Rigorous Risk assessment and management


Holistic Financial Planning Solutions

· Various investment schemes, including portfolio management, tax avoidance, retirement plan, asset accumulation, asset protection, insurance and trusts


Growth Opportunities

· Diversified investment products

· Customized selection to fit individual needs