GFM Asset Management
GFM Asset Management manages investment portfolios for individuals, families, trusts, pensions, and charities with an emphasis on clarity and international diversification. It covers stocks, bonds, and currencies on a fee-only basis with full transparency. GFM has roots in financial education and continues to offer public and private seminars and workshops about global financial markets.
SERVICES
- Managed investment accounts in the US and Hong Kong, from accumulation to income generation
- Financial planning with basic trust, tax, and estate planning
- US retirement plans including IRA and 401(k) plans
- US 529 college savings plans and HSA health savings accounts
- Hong Kong ORSO retirement plans