DAI HUU FUND MANAGEMENT

Investment Consulting

Our value lies in the experience our firm brings to the challenges your company is facing. That experience comes from previous senior executive roles and the work we have done in a diverse range of sectors.

FINANCIAL PLANNING STRATEGIES

Our experienced analysts continuously monitor capital markets on a global

OUR SERVICE

offers completely independent, fee-only investment planning and consulting services

Suport Customer 24/7

we consider each client to be unique, with their own set of financial goals and concerns

DAI HUU FUND MANAGEMENT

desires and concerns before beginning to construct a financial plan

Details
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WHO WE ARE

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.

WHY CHOOSE US

Our Value

Our value lies in the experience our firm brings to the challenges your company is facing. That experience comes from previous senior executive roles and the work we have done in a diverse range of sectors. We use a structured approach with proven techniques to build scale and value which we adapt to your specific business circumstances. We then focus on achieving results for your company while building a trusted relationship with you along the way.

Our Starting Point

We like to start with a free introductory consultation so you can get to know us and we can better understand your company. The next step is often an initial review of your business which produces some useful observations and recommendations. Following that, we can discuss advising you further depending on what challenges you face.

Our Approach

We understand that client budgets can vary, so we structure our services accordingly to accommodate those that simply want our regular weekly or monthly advice and support in building the future value of their company, through to those that need our more comprehensive financial strategy, planning and implementation services.