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美林投資管理公司 Merrill Lynch 投資顧問 美林投資管理公司 Investment Advisor Merrill Lynch |
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張勁旭 Hugo Zhang |
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信任、敬業，顧客利益至上，這是張勁旭做人做事的基本原則。 投資絕非投機，張勁旭從事投資管理服務業多年，深知財務計劃 工作之重要性。他根據客人的需要，幫助他們制定健全的投資策 略，然後配以精選的投資產品，並不時按市場及客人需要變化而 調整。有時，不賠錢筆賺錢更重要。在風險和回報之間追求平衡 是明智之舉。耐心是一種美德。 美林公司是世界最大投資服務公司，管理資產達一萬億美元， 張勁旭選擇美林為家，位在美華人提供最熱忱完美的投資服務。 服務項目：股票、公債、共同基金、有保定存、外國人免稅帳戶、 人壽保險、公司個人退休計劃、遺產安排及信託基金管理、兒童 大學教育計劃、公司買賣及上市、房屋貸款。 Trust, Professionalism, Clients¡¦ interests always come first. These are the fundamental personal and business principles of Hugo Jinxu Zhang. Investment is not speculation. Throughout his years of investment management experience, Jinxu understands the importance of financial planning. Based on his clients' unique needs, he helps each of them design a sound investment strategy, and then implement the strategy with carefully selected investment. He¡¦ll monitor the investments and make proper adjustments based on changes of market and clients¡¦ needs. Sometimes it is more important not to lose money than to make a kill. It is wise to strive a balance between risk and reward. Patience is a merit. Merrill Lynch is the biggest worldwide investment management firm with 1 trillion assets under management. Jinxu has chosen Merrill Lynch as his professional home to provide excellent investment services for his clients. Services: Stocks and bonds. Mutual funds. Insured CDs. Offshore accounts. Life insurance. Education planning. Sales of business and IPO mortgages. |
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