Advisors at this firm
I Jung H
Series 65
Los Angeles, CA
Halcyon Investment Advisor
I Jung Hsiao is a financial advisor at Halcyon Investment Advisor with four years of industry experience. He holds a Series 65 credential and previously worked at Alpha Helix Asset Management Company Limited and Nanshan Life Insurance Company. Halcyon Investment Advisor provides fee-only investment management and financial planning primarily to individual clients, using a blend of fundamental, cyclical, and quantitative analysis with an emphasis on downside and tail-risk considerations. The firm manages assets internally, offers a range of strategies including long-term holdings and options, and maintains a small advisory team with a pronounced international orientation.
Hui Chiung T
Series 65
Los Angeles, CA
Halcyon Investment Advisor
Hui Chiung Tseng is a financial advisor at Halcyon Investment Advisor with a Series 65 designation and two years of industry experience. Prior to joining Halcyon, she worked at JPMorgan Asset Management in Taiwan for five years and has additional experience with CL Securities Taiwan and self-employed roles. Halcyon Investment Advisor provides fee-only investment management and financial planning primarily to individual clients, using a combination of fundamental, cyclical, and quantitative analysis with an emphasis on downside and tail-risk considerations. The firm has an international orientation and manages all client assets internally with continuous monitoring and formal quarterly reviews.
Margy L
Series 65
Los Angeles, CA
Halcyon Investment Advisor
Margy Lin is a financial advisor at Halcyon Investment Advisor with four years of industry experience. She holds a Series 65 designation and has previously worked at Alpha Helix Asset Management, ZK Investment, RLAP Inc., Jade Enterprises, and Nan Shan Life Insurance Company. Halcyon Investment Advisor provides fee-only investment management and financial planning primarily to individual clients, combining fundamental, cyclical, and quantitative analysis with an emphasis on downside and tail-risk considerations. The firm manages assets internally, offers a broad range of strategies, and maintains a pronounced international orientation through its affiliation with a Taiwan-based research member.