A complete list of active advisors currently associated with Huayu Tsu Investment Management

Warmer can help you find a great advisor at Huayu Tsu Investment Management or one who fits your needs even better.

Huayu Tsu Investment Management serves select individuals and families, including business owners, professionals, executives, and retirees, through discretionary portfolio management tailored to each client’s risk profile and long-term objectives. The firm typically requires an account minimum (listed as generally $100,000, negotiable) and does not participate in wrap fee programs. HTIM’s investment approach is centered on asset allocation using cost-efficient, value-oriented and fundamentally driven securities, with a primary emphasis on ETFs to implement diversified portfolios. The adviser monitors accounts using daily custodian data, conducts semiannual or annual portfolio reviews, and allows clients to impose investment restrictions when needed. What is distinctive about HTIM is its significant non‑U.S. client base, a relatively uncommon feature for independent solo advisers, and the reliance on Interactive Brokers and electronic custodial reporting that support cross‑border servicing. The firm also highlights that it manages accounts on a discretionary basis, does not take custody (custodians calculate and withdraw advisory fees), and does not charge performance-based fees.

To learn more about the advisors currently working at Huayu Tsu Investment Management, 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.