注册

全球华人投资顾问平台

海投顾问 (Haitou Investment Management )是2016年5月获得美国SEC批准在纽约成立的注册投资顾问(Registered Investment Advisor),为机构和个人客户提供主动管理与被动管理相结合、传统资产和另类资产相匹配、相对平衡的长期投资组合配置服务。

选择海投

服务流程

海投顾问全部持有美国SEC监管的顾问牌照,为客户提供基于管理费的买方顾问服务

管理计划

海投顾问为全球华人客户提供401K、529等具有美国避税优势的养老计划、教育储蓄计划等投资方案

私募债券

海投顾问推荐基于抵押担保等结构化的私募债券,提供稳健、高收益、流动性好的固定收益投资方案

货币基金

海投顾问推荐风险较低、流动性高的美国货币基金产品

全球指数

海投顾问提供股票指数、债券指数、地产REITs等美元公募产品的投资方案

操作流程

海投顾问提供简单快捷、数据安全、可以远程在线操作的交易平台

注册账户

平台用户需使用邮箱注册或手机号注册海投账户。

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