A distinctive approach backed by our exceptional expertise on portfolio and risk management. Balancing risk and return to help our clients to grow wealth over time with confidence. As one of the most cost efficient advisory firms in the industry, we create financial efficiency to preserve and grow wealth over time for your family.
Creating value through strategic allocation and investment selection. Measuring investment results against relevant benchmarks to keep your fiancial goals on track. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Creating value through strategic allocation and investment selection. Measuring investment results against relevant benchmarks to keep your fiancial goals on track. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Services
Financial planning is an integrated part of our investment management services to our clients. For prospective clients, we charge a small amount of fees ranging between $500 - $2,500 depending upon the complexity of their situations. However, once they become clients we will refund the total cost on financial planning through management fee deductions.
Jie has over 20 years of institutional investment management experience. Prior to founding Songbird, she worked with Citi Alternative Investments as Vice President in Investment Management and Portfolio Risk Management. Jie joined Citi Alternative Investments in 2002 as a risk manager responsible for overseeing individual hedge funds and managed accounts with $3.5 billion assets in aggregate.
We help individuals with their savings for retirement, children's education and other financial goals. In addition to cash management, we also help small business with their retirement savings plan. Our cost efficient and tailored investment programs benefit small and mid-size non-profits. On average, our program can save over 0.5% for these nonprofit.
Identifying clients' financial needs, tailoring investment programs primarily through high quality and cost-efficient ETFs/funds and helping clients to stay on track with their financial goals are the key elements of our process. At this stage, we will help clients to clarify their medium term and long term financial needs, and prioritize their financial goals and match them with investment strategies.
As an investment adviser, our daily objective is to improve our clients' financial well being. At Songbird, we believe that philanthropic involvements can also improve overall well being for people in the communities and society.
Over the years, Songbird has supported Princeton local non-profits like United Front Against Riverblindness, Petey Greene, McCarter Theater, Hiptop, Princeton Community Cornerstone Kitchen, Minding Our Business, Princeton Pro Musica, Voice and Princeton Community Housing, Mary Jacob Library.As part of charitable giving planning, our clients can set up their own donor advised funds using Schwab Charitable.
Over the years, Songbird has supported Princeton local non-profits like United Front Against Riverblindness, Petey Greene, McCarter Theater, Hiptop, Princeton Community Cornerstone Kitchen, Minding Our Business, Princeton Pro Musica, Voice and Princeton Community Housing, Mary Jacob Library.As part of charitable giving planning, our clients can set up their own donor advised funds using Schwab Charitable.
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