Alan K. Chuang

My Process

Our service offerings are divided into two broad categories: Wealth Enhancement and Wealth Stewardship. These categories encompass our investment services, including developing a long-term financial plan and creating an investment portfolio and asset allocation that is specifically designed to meet your unique objectives. Wealth Enhancement: The primary benefit of utilizing a professional investment manager is the experience, discipline, and research-based decisions they can bring to your investment portfolio. Our goal is build a personalized portfolio of investments that will be suitable to your risk tolerance, liquidity needs, time horizon, tax concerns, and unique circumstances. The resulting investment portfolio will minimize risk through diversification and be prudently positioned to meet the long term financial goals of your family. Wealth Stewardship: An equally important factor to growing family assets is the protection and ongoing management of those assets. We provide solutions to meet your desires on retirement planning, estate planning, educational planning, tax planning, gifting goals, insurance needs, and decisions on leverage. This holistic approach will ensure that the all elements of your family's resources will be working together for the long term benefit of you and your family. TTCM relies primarily on a discretionary investment service model. Under the discretionary model, TTCM is granted authority by the client to make portfolio and investment decision on his/her behalf. In some instances, TTCM may offer its services in a non-discretionary model where we advise and provide recommendations, but leave the implementation to the client. In either model, communication will be essential. We believe it is in the clients' and TTCM's best interest that the client be informed, engaged, and educated on the investment process and wealth management decisions.