© 2017 by Ardent Capital. All rights reserved.

San Francisco  415.287.0028

Mountain View  650.887.4318

email  info@ardent-capital.com

2685 Marine Way

Suite 1220

Mountain View, Ca 94043

Our investment approach emphasizes Efficient Asset Allocation. In this approach, we borrow important concepts from the Modern Portfolio Theory by Nobel Prize winner Harry Markowitz. The Modern Portfolio Theory optimizes market risks for expected returns, emphasizing that risk is an inherent part of higher rewards.

Our principle behind the Efficient Asset Allocation approach takes a step further from the Modern Portfolio Theory. We consider the characteristics in various asset classes, market cycles and economic outlook, and utilize these factors to better allocate the portfolio using multifarious investment instruments, ensuring growth and value. Our investment goal is to consistently outperform the market benchmarks in the long run.

Our Philosophy