Variety of investment strategies, steady capital appreciation
Professional and experienced licensed fund managers
Minimum investment amount HKD10,000 , covering Hong Kong, US and A shares market
uSMART’s exclusive discretionary asset management service, with quantitative models and licensed fund managers providing transparent investment strategies for US stocks, Hong Kong
one-stop
solution
Professional and
experienced
licensed fund managers
Transparent
investment process
Controllable risk,
custom stop-loss
Follow trade system development
Development of backend and trading system to facilitate functions such as account registration, login, account opening, fund management etc, and support Android and iOS version.
Safeguard rights and interest
Management fee of 1.5%/year, performance fee * 20-50%, supports customization.
Improve reputation
Model Portfolio encompasses clients from uSMART and beyond.
Customer relationship management
Risk questionnaire, customer asset display, strategy rebalancing reminder, report disclosure, etc
Master account
Trade US stocks, Hong Kong stocks, A shares, IPO, ETFs, mutual funds and other asset classes
Risk management
Provide a complete set of asset management risk control system, undertake back office investment risk control.
Fully automated
Provide an all-in-one system to configure customer assets, provide comprehensive back office support, customized strategy
One-stop hosting solution to efficiently manage your business and serve your customers at a lower cost.
$0
0 subscription fee
$1
starting from $1