invest
with confidence—begin with
with confidence
—begin with
FINTENT
“As an independent advisory firm, our only focus is to do what’s best for our clients.”
Annelise Li, CFA
Founder & CEO of Fintent Invest
Investment Adviser Representative
CA – Licensed
Our Investment Philosophy
Fintent Invest’s investment thesis is grounded in Modern Portfolio Theory, sound economic analysis, and data-driven modeling process. We focus on generating sustainable, long-term returns through cost efficiency, risk management, and diversification.
Capital preservation is the number one priority for all of our model portfolios, followed by asset diversification in the most cost effective manner, and capital appreciation by risk-adjusted returns.
Our Portfolio Construction Process
1. Strategic Asset Allocation (based on)
- Investor’s Goals
- Risk Tolerance
- Risk Capacity
2. Constraints and Unique Needs
- Tax
- Income/ Liquidity
- Time Horizon
3. Current Investment Climate
- Economic events
- Geo-Political events
- Market events
4. Future Outlook
- Economic Data
- Legal and Regulatory Framework
- Market Analysis
Explore Our Offerings
Fintent Invest provides strategically managed solutions tailored to your financial goals — an education-driven investment advisory program, a physician-focused wealth management platform, proprietary model portfolios, and a curated portfolio of alternative investment opportunities.
See for yourself.
Fintent Advisory Solutions (FAS)
Fintent Advisory Solutions (FAS)
Investment advisory and management program designed to build long-term wealth and sustainable financial health.
Physician Wealth Advisory (PWA)
Physician Wealth Advisory (PWA)
A wealth advisory platform created by a spouse of a physician for physician families. PWA manages a physician’s wealth cycle encompassing debt, risk, and investment management.
Investment Model Portfolios
Investment Model Portfolios
Six proprietary model portfolios managed professionally by Fintent Invest to provide income, risk-adjusted returns, and downside protection.
Explore the Right
Investment Path for You
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