A complete list of active advisors currently associated with Cheng, Jen I

Warmer can help you find a great advisor at Cheng, Jen I or one who fits your needs even better.

CHENG is a state-registered investment adviser that provides advice focused on real-estate pooled vehicles, principally Delaware Statutory Trusts (DSTs) offered as private placements to accredited investors. The firm does not act as an issuer or broker and, apart from discretionary oversight of a family trust for which it serves as trustee, does not manage third‑party client assets. The adviser’s work emphasizes research, due diligence, and suitability assessments for illiquid real‑estate investment vehicles and related 1031 exchange considerations rather than comprehensive financial planning or continuous portfolio management. CHENG consults with prospective investors on risk tolerance, time horizon, and asset allocation to inform recommendations about alternative real‑estate investments. CHENG’s operating and compensation model is atypical for an investment manager: engagements are billed on an hourly or fixed‑engagement basis and the firm does not use percentage‑of‑assets‑under‑management fees or participate in soft‑dollar arrangements. The adviser describes itself as fee‑only, limits client‑facing trading activity, and confines discretionary authority and custody to a family trust rather than external client accounts.

To learn more about the advisors currently working at Cheng, Jen I, 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.