Founded in 2003, Pleiad Investment Advisors, Inc. is an independent, employee-owned firm registered with the U.S. Securities and Exchange Commission. The company operates on a fee-only basis, meaning its revenue comes directly from clients rather than from commissions on financial products, which aligns its interests with those of its clients. Pleiad provides discretionary investment management and comprehensive financial planning services to a clientele of individuals, high-net-worth individuals, and institutions, focusing on creating customized portfolios based on a disciplined, value-oriented investment philosophy.

Founded in

Hong Kong S.A.R.