About
Mission
• Help new immigrant families build, maintain and grow wealth in the USA
• Help families build financial legacy through financial planning and asset management
Principles
• Adhere to the highest ethical standards in the investment management industry
• Putting clients first - neither product sales, nor shareholder returns
Yi (Victor) Zeng is the founder and managing member of Investamily, LLC, an independent Registered Investment Adviser (RIA) firm registered in Illinois and California. Victor is a CFA® charterholder.
Victor was born and grew up in China. He graduated from South China University of Technology, studying English and Computer Science. During his tenure as a Marketing Manager, he completed the Executive MBA program offered by University of Minnesota's Carlson School of Management and China's Sun-Yet-Sun University in 2007.
Victor started his professional career as a Marketing professional in renowned multi-national corporations like Procter & Gamble and Wm. Wrigley Jr. Company. Following his passion in Investing, Victor founded Investamily, LLC in April of 2010 as an investment management firm. From 2015 to 2017, Victor successfully completed the CFA® program by the CFA Institute, and received the CFA® Charter.
Services
Using Goal-based planning and modern analytical tools to help you realized financial freedom!
Investment planning
Life insurance
Tax concerns
Retirement planning
Global macro-economic analysis
Fundamental analysis
Charting analysis
Modern portfolio theory
Quantitative analysis
Investment strategy
Asset allocation
Risk tolerance
Portfolio rebalancing
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1963 and awarded by CFA Institute - the largest global association of investment professionals.