Account Performance

Wealth Management

Victory Wealth Management: we serve high-net-worth clients, other than giving investment advice, we also encompass all parts of your financial life. By offering a combination of financial/investment advice, insurance, tax services and legal/estate planning, we not only protect your wealth, but also optimize your portfolio of investments.

Conservative

Risk Index: Low, apply to lower risk tolerance of investors

Investment Target: compare with HSI, strive for a reasonable return for our clients. In industry distribution configuration, long-term holdings.

Balanced

Risk Index: Moderate

Investment Target: risk control and obtain a reasonable return.

Portfolio configuration: 40% long-term holdings, 60% short or medium term holdings, belongs to small capital operation.

Aggressive

Risk Index: High

Investment Target: In pursuit of high returns as the goals, combined with high growth stocks, more risk on the high side.

Portfolio configuration: 30% Bond, 35% mid-and-long term holdings, 35% short term investment.