Investment Approach

A Multi‑Cycle, Multi‑Asset, Layered Risk Framework

Diligence • Discipline • Enduring Value

Request Membership Download Overview (PDF)

🏆 Education and Compliance Certification

Professor Hartnett Investment Education Certification

Led by veteran finance professor Hartnett, with Jenna Ryan assisting in developing a specialized investment education system aligned with U.S. Treasury policy directives.

Foundation Certification Course

Professor Hartnett leads the "Investment Foundation Certification Course"

Regulatory Compliance

Complete all regulatory requirement documents

Policy Framework

Based on the latest U.S. Treasury Department policy framework

Leading the New Era of Financial Inclusive Investment

Based on the U.S. Treasury's "National Strategy for Financial Inclusion," we are committed to creating more inclusive, transparent, and innovative investment services, enabling everyone to access professional investment opportunities and financial education.

Michael Hartnett

Michael Hartnett

Finance Professor · Policy Research Expert

20+ years of investment education experience

U.S. Treasury Department Policy Advisor

Authority in financial inclusivity research

Trained 5000+ professional investors

Jenna Ryan

Jenna Ryan

Senior Financial Expert · Wall Street Investment Banking Background

15+ years in international capital markets & wealth management

CFA Advanced Certification

Authority in asset allocation & wealth succession

Our Philosophy

Using investment banking-grade methodologies and global resource networks to help elite investors achieve verifiable long-term value and generational wealth across different market cycles

Core Philosophy

We focus on Knowledge Sharing + Capital Synergy as our core, creating portfolio structures with "controlled drawdown, controlled correlation, and improved long-term Sharpe ratio" through multi-cycle strategies and layered risk management.

Methodology First

Research framework before opinions, data before emotions

Discipline is King

Clear and consistent execution of entry thresholds, position sizing, and exit discipline

Long-term Focus

Manage volatility in short to medium cycles, accumulate certainty and compound returns in long cycles

Strategy Pyramid

Four-layer pyramid strategy architecture with strict holding period and capital allocation management

Holding Period: 3-10 years

T3 Strategic Core Layer

Long-term asset allocation | Allocation: 40-60% | Objective: Cross-cycle stable growth

40-60%
Holding Period: 1-3 years

T2 Growth Opportunities Layer

Thematic investing | Allocation: 25-35% | Objective: Excess returns

25-35%
Holding Period: 1–10 months

T1 Tactical Layer

Market Timing | Allocation: 10–25% | Goal: Alpha Generation

10-25%
Holding Period: Intraday

T0 Experimental Layer

Alpha Lab | Allocation: 0–2% | Educational Experimentation

0-2%

Risk Management and Compliance Foundation

KYC/AML Compliance Disclosure Third-Party Review Risk Monitoring

Investment Approach

Rigorous Professional Standards

Employing investment banking-grade due diligence and risk control methodologies: multi-dimensional screening, independent analysis, scenario stress testing, and compliance review.

Premium Resource Integration

Connecting top investment banking experts, PE/VC partners, industry leaders, and family offices to form a synergistic network.

Global Perspective

Covering cross-border M&A, Pre-IPO, private equity, and other sectors, establishing a four-tier analytical framework.

Long-Term Value Co-Creation

Empowerment through education + collaborative analysis + joint post-investment management to achieve stable growth across economic cycles and intergenerational wealth transfer

Confidentiality and Trust

Invitation-only membership process, strict information classification and data protection, contractual integrity fostering high trust

Cutting-Edge Thematic Research

ESG and frontier technology specializations, developing replicable research frameworks and project screening criteria

Exclusive Membership

Connecting global elite investors to co-create long-term value and legacy

Investment Roundtable

Closed-door mechanism operations, systematic analysis of rare opportunities in cross-border M&A, Pre-IPO, and private equity

Strategic Partnership Network

Forming collaborative matrices with international investment banks, boutique asset managers, and top-tier law firms, covering full-chain services

Annual Capital Strategy Summit

Bringing together industry leaders and capital partners to foster intellectual exchange and cross-border collaboration

Membership Qualification Requirements

  • Accredited investor certification
  • Professional background verification
  • Invitation-only membership
  • Annual assessment and renewal

Apply for Membership

Join the elite circle of global investors