Hui Portfolio Management
As much emphasis as investors sometimes place on investment and portfolio management, it is just one piece of your overall wealth management puzzle. Taking a holistic perspective to wealth management means linking the investment piece to other key financial areas that are equally important, but sometimes overlooked. These areas include:
Hui Portfolio Management takes a proactive approach to wealth management. We have dedicated Financial Planning and Estate Planning Specialists directly in our office that collaborate with our clients to help with the ongoing planning process – now and as they evolve into the future.