Individual services

Bespoke investment solutions tailored for you

Your aspirations

Opening an investment account – Taking the first step takes courage, we know that better than anyone. Our goal is to give you a clearer view of your vision before you make the decision.  (Charges & Fees)

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Personalized trading strategy – According to your personal knowledge and experiences towards different investment instruments, Our seasoned analysts and strategists will provide you with personalized investment strategy suggestions.

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Building your investment portfolio- Don’t put all the eggs in one basket!That’s what we all have been taught. But how many baskets should there be? Contact us for a risk assessment.

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A professional investment platform that provides comprehensive services for you

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Grid Trading

Buy low and sell high within a stock price range during market fluctuations

Breakthrough Buy

Buy stocks when investors believe the stock price will continue to rise after breaking through the pressure level

Buy-Low

Buy a stock at a lower price when investors are optimistic about a stock

Sell-High

Set a specific selling price and the system will place an order automatically after the price is reached

Breakdown Sell

Set a specific falling price or percentage and the system will place an order automatically after the condition is reached

Take-Profit

Set an increase rate according to the latest price, the system will place an order automatically after the condition is triggered

Stop-Loss

Set an decrease rate according to the latest price, the system will place an order automatically after the condition is triggered

Trailing Stop

Set a stop loss amount or percentage, when the market rises, the stop loss price will rise accordingly, while the stop loss price remains unchanged if the market reverses

Time-weighted Average Price (TWAP) Order

Evenly divides the trading time and submits the evenly split orders at each split point

Volume-weighted Average Price (VWAP) Order

Average price of a stock over a period of time weighted by its trading volume

Price-Order Triggering

Triggered by tracking the prices of related stocks or index of warrants or CBBCs

Triggered by related asset

Set up order commission by tracking individual stock or index quotes
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US Markets

All US stocks, bonds, options, futures, ETFs, and callable contracts. Including pre/after-market trading and new issuance.

HK Markets

All HK Stocks, bonds, options, futures, ETFs, and callable contracts. Including pre/after-market trading, gray market trading and new issuance.

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QUESTIONS & ANSWERS

Have any questions? Find answers here.

Don’t hesitate to reach out and get in contact with one of our specialists who will guide you through our services and find the suitable one for you or your company!

This service is limited to business owners. We help you discover hidden potentials for your company in the global financial market.

We consider the investment preference of the investor, to create unique trading strategies for individual investors.

We reference the risk assessment taken by the investor, the industries, sectors and derivatives that the investors would prefer or have experience in, and create a balanced hedge fund level investment portfolio for the investor’s consideration.

After filling out and uploading the risk assessment form, application forms, and other personal supporting documents, our team will reach out to you after doing our due diligence to move forward to the next step, alternatively, you can open an account online in our mobile or PC application.

You can call our office during working hours, or send us an email with whatever enquiry you may need. Alternatively, you can come down to our office and have a chat.

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