Zenway.com Investment Management & Research

► We provide wealth management services on a discretionary and non-discretionary basis for both pooled partnerships and separate accounts. We focus on identifying the best investment opportunities that could make a meaningful difference in people's lives.

► Superior research is our top priority. We do our own research and develop our own Investment Analysts and Strategists internally via a unique coaching and mentoring network, using proprietary training systems to empower the money mind of every associate. Our zeal for research excellence even goes as far as training our partners' kids and family members.

At Zenway.com, we focus on identifying opportunities that can create meaningful wealth to make a difference in the lives of our clients and partners.

Wealth Preservation:

We employ asset allocation models mainly for those whose priority is to preserve wealth.

Zenway - Holistic Wealth Management^TM

• We have a singular focus on what's the best for our clients as a whole.
• By looking at the whole picture of a family or a business, our holistic approach to wealth management is carefully designed to help our clients to achieve maximum financial success with peace of mind.
• With a passion for excellence, we seek world-class investment performance by practicing Graham-Buffett Value Investing with Zen-like focus and discipline.
• We are committed to provide independent and objective investment advice by putting our clients' interests first. We do not have institutional imperatives to serve . We do not have a menu of products to push. We search for the best opportunities out there wherever they are.
• We treat our clients like family and friends, and we are dedicated to make a difference in people's lives.
• When selecting custodians for our client's assets, we use major financial institutions with ample investor protection insurance.
• We have a mission to help our clients to reduce the fees they pay on their accounts. For our performance-based accounts, we do not charge fees unless you make money.