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WHY eden
We will let money work for you.
Our mission
We will let money work for you.
Our firm specializes in providing wealth management advisory services tailored to meet the needs of families immigrating to the U.S. with established careers, businesses, or distinguished expertise.
Our mission is to solve real problems faced by an overlooked niche market by providing them trusted advice and solutions. Through our efforts, we hope to support these communities in achieving their financial goals and aspirations, while also contributing to the larger community of the United States by attracting and retaining desired talent.
Our solutions cater equally to first-generation wealth builders crafting a legacy. We're committed to delivering transparent and personalized fiduciary wealth management advisories based on solid investment theories and high-tech solutions.
What We Believe
Fiduciary duties and Rightness
Inclusive and balanced view
Open and growth minded.
Curiosity to learn and constantly improving.
Our Philosophy
Our Offering
Our Insights
Our Missions
About US
Evidence-Based Investment Philosophy and Transparent Fiduciary Service
Cofounder, Former Accenture managing Director, Former GE, Business Segment CFO. MBA from Chicago Booth, MSc in Finance. BA in Economics.
As a fee-only RIA, Eden is committed to delivering transparent, objective, and fiduciary wealth management advisories based on solid investment theories and high-tech solutions.
At Eden, our investment philosophy is rooted in evidence-based principles. We've meticulously crafted a dependable, rules-based investment strategy supported by Nobel Prize-winning research from the University of Chicago. Our approach prioritizes asset allocation and diversification over stock selection and timing. It focuses on value and profitability, tax optimization, and disciplined rebalancing. By adhering to this philosophy, we aim to optimize investment outcomes and ensure our clients' financial future.
Liting Shao
Cofounder
About US
Empowering You to Focus on the Controllable.
Cofounder, former Software development manager at Amazon. MSc in Computer Science and a BSc in Electrical Engineering
Market fluctuations are beyond our control, but financial truths remain: Broad markets offer consistent long-term returns. Inadequate planning can jeopardize savings, and one mistake can impact your financial future. Successful investing hinges on behavior, not just returns. We collaborate with clients to manage emotions and prioritize enduring strategies, encapsulating our 'goals-based investing' philosophy.
High-quality professional advisory and research come at a price. Given the depth of industry knowledge required, we wouldn’t go cheap for that. However, we optimize operational expenses by harnessing technology to provide cloud-based, high-tech solutions. This allows us to maintain the same level of professional support but with a lower minimum investment threshold.
Lesi Chen
Cofounder
Bingjie Li , CFA, FRM
Principal, Head of Actuarial Solutions at Ares Management, Fellow of the Society of Actuaries (FSA)
Lead M&A pricing and liability underwriting efforts for the insurance platform. Strong industry network in alternative investment space. Twelve years experience in private equity companies, insurance, and consulting firms.
“As a first-generation Chinese immigrant and an experienced professional in the U.S. financial industry, I deeply understand the unique challenges that expatriates and investors face as they navigate their new financial environment. Eden’s mission resonates with my personal experiences. Eden addresses the needs of a niche that often goes unnoticed by offering trusted advice and effective solutions. Their dedication is evident in their investment management offerings, which make personalized direct index investment solutions more accessible through lower account minimums, and their comprehensive online educational content designed to bridge the knowledge gap. I am wholeheartedly committed to advising and supporting Eden's growth, helping realize its vision and mission."
contact info
Schedule a call with
us
Address
522 W RIVERSIDE AVE STE N,
SPOKANE WA
99201-0580, USA
