Eden
Helps Grow Wealth, Letting You
Focus on Your Expertise
and Passions
Eden
Helps You Leverage the Full
Opportunities of the US
Financial Markets
Key Knowledge
Needed
Essential Information for building Wealth in the United States and why you need a financial advisor.
Investment
Management
Crafting your unique investment strategy, our expert builds a tax-efficient, risk-managed portfolio aligned with your goals, regularly adapting to your evolving needs.
Financial
Planning
Help you plan and prepare for key life stages and events, such as the right insurance coverage, optimized tax planning, children’s education funds, retirement and estate planning.
Insurance
Solution
Answer a few questions, then instantly receive insurance carrier quotes. Complete an online application, sign the agreement with DocuSign, and then securely receive the policy from the respective insurance company. Schedule a call with a licensed professional to complete the process together if needed.
INTELLIGENCE HIGH TECH SOLUTIONS
Our investment philosophy is founded on Nobel Prize-winning theories from the University of Chicago: the 'Efficient Capital Markets' and Fama French five-factor model. These include small minus big (SMB), high minus low (HML), the portfolio's return less the risk-free rate of return, robust minus weak (RMW), and conservative minus aggressive (CMA).
WHY CHOOSE US
Reasons of Choosing Eden
Cloud based Financial Planning
and Investment
Expertise in pre/post immigration
Wealth Management.
contact info
Schedule a call with
us
Address
522 W RIVERSIDE AVE STE N,
SPOKANE WA
99201-0580, USA