Halcyon Investment Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Halcyon Investment Advisor provides fee-only investment advisory and financial planning services to individuals, families, trusts, pension and profit-sharing plans, and other entities, and also offers tailored family office services for qualifying high-net-worth families. The firm manages client portfolios on both discretionary and non-discretionary bases and typically establishes an Investment Policy Statement at the outset of a relationship.
The firm’s investment process combines fundamental, cyclical, and quantitative analysis and emphasizes diversified, global asset allocation and multi-dimensional risk management, with continuous monitoring and at least quarterly formal reviews. Strategies may include long- and short-term positions, derivatives, and alternative investments, and the firm documents client risk tolerances and liquidity needs as part of portfolio construction.
Halcyon is distinctive in its explicit international orientation and fee arrangements: the brochure discloses that performance‑based fee arrangements may be negotiated for non‑U.S. and qualified clients, and describes procedural safeguards (e.g., order aggregation and high‑water mark treatment) to address potential conflicts. The firm’s affiliation with Alpha Helix Asset Management (a Taiwan‑based research and consulting entity), its provision of educational seminars/workshops, and its in‑house family office coordination and governance services are additional features that set it apart from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for financial planning services ranges from $1,000 to $5,000.
$0 - $2,000,000: 1.5% $2,000,001 - $5,000,000: 1.2% $5,000,001 - $10,000,000: 1.1% $10,000,001 - $25,000,000: 1.0% $25,000,001+: 0.7%
Hourly fee for financial planning services ranges from $200 to $500 per hour; Family Office services billed hourly at $200 to $500 per hour for families below $20 million asset threshold.
Performance fees of 20-25% on returns exceeding 5% annually, with High-Water Mark applied for three years; only offered to non-US and qualified clients.
Account minimum: $1,200,000 Fee-only: Financial planning services charged hourly at $200 to $500 per hour; fixed fees for financial planning range from $1,000 to $5,000.
Main office
Los Angeles CA
Advisors at this office
3
Most active in
California
Also doing business as
Halcyon Investment Advisor · Halcyon Investment Advisor LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
I Jung H
Series 65
Los Angeles, CA
Halcyon Investment Advisor
I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with a Series 65 credential and four years of industry experience. His previous roles include positions at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to a range of clients, including individuals, families, trusts, and pension plans, with specialized family office services for high-net-worth families. The firm employs a globally oriented investment approach combining fundamental, cyclical, and quantitative analysis with diversified asset allocation and multi-dimensional risk management.
Hui Chiung T
Series 65
Los Angeles, CA
Halcyon Investment Advisor
Hui Chiung Tseng is a Series 65-licensed financial advisor at Halcyon Investment Advisor with two years of industry experience. Her career includes five years at JPMorgan Asset Management in Taiwan and roles at CL Securities Taiwan and as a self-employed advisor. She is based in Los Angeles, CA. Halcyon Investment Advisor offers fee-only investment advisory and financial planning services to individuals, families, trusts, and institutional clients, with a focus on diversified global asset allocation and multi-dimensional risk management. The firm is known for its international orientation, performance-based fee arrangements for qualified clients, and its affiliation with Taiwan-based Alpha Helix Asset Management.
Margy L
Series 65
Los Angeles, CA
Halcyon Investment Advisor
Margy Lin is a financial advisor with Halcyon Investment Advisor in Los Angeles, holding a Series 65 designation and four years of industry experience. She previously worked at Alpha Helix Asset Management Company Limited and ZK Investment INC from 2019 to 2021, and has additional experience with Nan Shan Life Insurance Company. Halcyon Investment Advisor provides fee-only advisory and financial planning services to individuals, families, trusts, pension and profit-sharing plans, and offers tailored family office services for high-net-worth families. The firm’s investment approach combines fundamental, cyclical, and quantitative analysis with a focus on global asset allocation and risk management.
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