A complete list of active advisors currently associated with FortuneNavi Capital Inc.

Warmer can help you find a great advisor at FortuneNavi Capital Inc. or one who fits your needs even better.

FortuneNavi Capital Inc provides financial planning and discretionary investment management and is structured to serve pooled vehicles and institutional-type clients, including family offices, retirement plans, endowments, foundations, trusts and high-net-worth clients; the firm also offers tailored financial planning services. In its disclosure, the firm reported no assets under management as of its March 2019 filing and provisions for opening custodial accounts with an independent custodian. The firm draws on Modern Portfolio Theory and fundamental analysis to build portfolios and uses model portfolios, mutual funds, ETFs, options and margin transactions to implement strategies. It manages accounts on a discretionary basis, conducts quarterly reviews, and monitors allocations and rebalancing consistent with clients’ stated objectives and risk tolerances. A notable operational feature is that FortuneNavi selects and may replace third‑party strategists or managers (Service Providers) and clients do not have direct contractual relationships with those providers; the firm delivers the applicable third‑party Form ADV disclosures to clients before engagement, a practice that is less common among peer investment managers. The firm also recommends a specific custodian platform for execution and does not participate in wrap fee programs or vote proxies on clients’ behalf.

To learn more about the advisors currently working at FortuneNavi Capital Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Wenhai Tu	Potomac, MD	7

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