FINANCIAL PLANNING
DAI HUU FUND MANAGEMENT offers separate account management to individual investors, tailored to each client’s situation and investment goals. All investment strategies are directed by our five-member Investment Policy Committee with over 130 years of combined industry experience and supported by the firm’s in-house global research platform. Each client receives a dedicated Investment Counselor who knows you by name and is your primary point of contact. Clients also have access to a wide array of exclusive client programs, research and educational materials.
FINANCIAL PLANNING STRATEGIES
Our experienced analysts continuously monitor capital markets on a global scale keeping an eye on market conditions, economic developments, and political issues.
Investing globally can help mitigate risk through diversification. Our extensive research, resources and experience enable us to look for investment opportunities all over the world for you.
We start by helping you identify your time horizon, long-term goals, objectives and cash flow needs. Then work to provide you with a written portfolio analysis and personalized investment strategy recommendation.
OUR SERVICE
DAI HUU FUND MANAGEMENT offers completely independent, fee-only investment planning and consulting services. We are paid by our clients for the services we provide, not by a brokerage firm, bank, insurance company, or money manager for products sold!
WHO WE ARE
At DAI HUU FUND MANAGEMENT we consider each client to be unique, with their own set of financial goals and concerns. In recognition of each individual’s circumstance, we believe it is our job to listen to their needs, desires and concerns before beginning to construct a financial plan.
