A complete list of active advisors currently associated with Caishen Financial
Warmer can help you find a great advisor at Caishen Financial or one who fits your needs even better.
Caishen Financial (doing business as Grand Investment Group LLC) is a registered investment adviser that states it serves pooled and institutional clients as well as individuals, high‑net‑worth clients, corporations and other business entities. The firm offers discretionary portfolio management and standalone financial planning and consulting services described in its Form ADV. Its investment approach is described as discretionary portfolio management that may use model portfolios from unaffiliated managers and a range of analytical techniques, including charting, technical and fundamental analysis, cyclical analysis and modern portfolio theory. The brochure also discloses use of derivatives, options, futures, structured products and margin trading, and states that tax efficiency is not a primary consideration in portfolio management. Distinctive features in the filing include that the firm is newly registered and reports no assets under management or current client accounts, and operates as a small, single‑advisor practice. The brochure also discloses other business activities by the principal (restaurant operations and licensed real‑estate activity) and a routine requirement that clients direct brokerage to a limited set of custodians (Altruist, TD Ameritrade, Vanguard), each of which the firm notes could affect conflicts of interest or execution considerations.
To learn more about the advisors currently working at Caishen Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plano, TX
| 2
|
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