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TJ provides research-based investment advisory and wealth management
services to our clients around the world. Our expertise in the areas of
strategic asset allocation, portfolio design and understanding of global economies and cultures align us to prudently serve the investment needs of
institutions, government agencies and high net-worth individuals. Our associates' excellence in client service is the hallmark of our long term business relation with you.
Our proprietary analytical models identify innovative investment ideas, trends and opportunities in the global arena. Through our comprehensive economic and market research we provide a full array of wealth management services to grow your wealth and have delivered consistently solid returns. We develop customized asset allocation strategies within the risk tolerance of each client and manage them. Our traditional investment advisory services include:
- Individual portfolio design
- Wealth diversification and risk management
- Cash-flow analysis
- Retirement planning
- Estate planning
- Executive benefits and compensation
- Income tax planning and preparation
- Philanthropic planning
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