How it works
You pay nothing to us
We charge
$0
What you see is what you actually get.
Investing Strategy
- Choose stock combination
- Analyze fund portfolio manager’s investment strategy
- Compare details between different companies and portfolios.
- Choose fund
Your eggs in one, best basket
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Value Investing
Invest in quality companies that create social value, who has intrinsic value, to achieve sustained and stable profitability. -
Follow the Trend
Buying for long - term growth and profits regardless of intermediate fluctuations of the price of the security in the market. -
Stop Doing List
Invest in what you understand, the best way to avoid risk is not to create risk from beginning.
Your eggs in one, best basket
-
Value Investing
Invest in quality companies that create social value, who has intrinsic value, to achieve sustained and stable profitability. -
Follow the trend
Buying for long - term growth and profits regardless of intermediate fluctuations of the price of the security in the market. -
Stop Doing List
Invest in what you understand, the best way to avoid risk is not to create risk from beginning.
Our Investment Returns
- In past 10 years, no client has lost money on their investment with us.
- Our average annual compound returns since inception was 20.41%.
Comparison to SPY & RBC’s US Equity
- With the same initial capital ($10,000), according to the average annual compound interest rate of return, 10-years' growth
- AI Financial average annual compound interest rate 20.41%+
- SPY average annual compound interest rate 10.71%
- RBC US Equity average annual compound interest rate 11.12%
Comparison to SPY & RBC’s US Equity
- With the same initial capital ($10,000), according to the average annual compound interest rate of return, 10-years' growth
- AI Financial average annual compound interest rate 20.41%
- SPY average annual compound interest rate 10.71%
- RBC US Equity average annual compound interest rate 11.12%
Investment Accounts
What you can use to invest
Return Calculator
Any Questions?
We build our own high-quality fund library. All funds are selected in the following order to ensure sustained and stable profitability.
- Research and select the stock portfolios of high-value leading companies.
- Select all funds containing these stock portfolios in fund companies and put them into the AI Financial screening system.
- Investigate and research the value conception system of fund managers, and exclude who do not have the correct world outlook, outlook on life, values and are inconsistent with AI Financial’s principle.
We don't charge any fee from clients. We earn commissions from fund companies and from the market. AI Financial and customers are a community of interests. Only when customers make money from the market can our company make money.
In all investment processes, AI Financial does not directly handle client funds. Regardless of whether it is a loan or own funds, they directly go to client's own accounts and directly purchase the funds recommended by us.
Clients can log in online banking at where they have opened an account at any time to check the capital flow and balance. We can't do anything to clients' money without their permission.
At the same time, we control the risk by purchasing segregated funds, which contain capital protection function through insurance companies .
Invest NOW
Contact us, invest for what matters to you from NOW. It’s never too late.