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理

安全

• 所有客戶資產，由客戶直接持有
• 客戶戶口受SIPC 保障
• 以客戶名義，由專業託管銀行保管
• 直接投資於各基金或保險公司

專業

• 多年豐富及全面的財富管理經驗
• 獨到的金融市場及環球經濟分析
• 靈活及專業的投資策略
• 嚴謹風險評估及管理

全面理財策劃方案

• 包括多種投資計劃、組合管理、 稅務策劃、退休收入、資產累積、資產保障及離岸信託

財富增值潛力

• 多元化的投資選擇
• 根據客戶的回報及風險需要，度身訂造合適的投資組合

"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