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Investment Philosophy

Our investment strategy is based upon these core values:

  • We believe integrity and discipline is the foundation of wealth management business.

  • We believe markets are often times inefficient, presenting opportunities to identify quality businesses that are mispriced.

  • We utilize a long-term approach to allow for the inherent value of an investment to be realized, while avoiding irrational investment behaviors driven by short-term emotions.

  • We maintain a global perspective when constructing investment portfolios.

  • We incorporate tax planning and tax efficiency throughout a client's entire investment plan.

Contact

ZHU Wealth Management

A Member of Advisory Services Network, LLC

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ZHU Tax Advisory

Email:                  miao@zhuwealth.com

Phone Number:  612-229-1247

Address:              Tampa, Florida

Disclosure: Advisory services offered through ZHU Wealth Management, a Member of Advisory Services Network, LLC. Tax services offered through ZHU Tax Advisory, LLC. ZHU Tax Advisory, LLC and Advisory Services Network, LLC are not affiliated. Advisory Services Network, LLC does not provide tax advice. 

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