New York Ivy Capital Management LLC (“New York Ivy”) is a registered investment adviser in the United States. We offer premium and customized investment advisory services to individuals, high net worth families, and institutional clients. Our investment advisory board members have deep knowledge and broad experience in wall street, financial, high-tech, real estate and other industries.
We believe that every investor like you can achieve wealth freedom through prudent investment! Our goal is to maximize your medium and long term wealth by taking into account taxation and short term financial need. Our business model mutually aligns your interests with ours. Only when you do better, we do better!
We act in a fiduciary capacity to our clients. Client's best interests are our top priority! We ensure the confidentiality of client information! We listen to and understand different investment goals of our clients, and then tailor a portfolio to suit their needs the most! We regularly rebalance the portfolio to meet client needs along with changes in the market and changes of client goals!
Robert Tang, FRM, is the Chief Executive Officer of Ivy Capital. Robert is a senior investment advisor and a valuation specialist. Robert received his Master degree in Computational Finance from the Tepper School of Business at Carnegie Mellon University. Robert has passed Series 65 Exam. He is a registered investment advisor representative. Robert is a Certified Financial Risk Manager (FRM).
Robert has 15+ years of experience in the financial industry. Robert has managed a global team performing financial consulting and valuation services at Ernest & Young and Deloitte, advising clients in IPO, Merger & Acquisition, financing, and other transactions. Especially in recent 10 years, Robert has built his expertise in high-tech company IPO & M&A business.
Robert served 200+ corporate clients, including major financial institutions (asset managers, hedge funds, banks, insurance companies, pension funds). Sample clients were Blackstone, BlackRock, Appaloosa Management, D.E. Shaw, Fortress, Morgan Stanley, UBS, Deutsche Bank, Och-Ziff, Guggenheim, ING, TIAA-CREF, Bessemer, Mitsubishi UFG, etc.
Robert has rich experience, skills and enthusiasm in investments and high-tech fields. Through in-depth research and analysis, Robert and his team have developed a series of optimized investment models to meet the needs of different investors.
Dr. Xuelong (Jason) Zhou, CFA Chartered Financial Analyst, Senior Investment Strategist, leads the optimization of global investment strategies.
Dr. Zhou has more than 20 years of successful Wall Street experience and has held senior positions in large banks and financial institutions such as Wells Fargo, Citibank, and Standard & Poor's.
At Wells Fargo Bank in the United States, he served as executive director of the investment banking department, responsible for investment and risk management of various equity assets.
The former was at Citibank in New York, Dr. Zhou served as the senior team leader, vice president, of the investment banking department and risk management department. He was overall responsible for the assessment of default risks of various enterprises, and was also responsible for the credit risk assessment and management of bank corporate loans and investments.
Prior to Citi, Dr. Zhou was an associate director and senior researcher corporate default risk research at Standard & Poor's, where he was responsible for various types of corporate default risks and resumption of assessment and corporate valuation.
Dr. Zhou holds two PhDs: a PhD in Science from the State University of New York at Stony Brook and a PhD in Engineering from Tsinghua University. Dr. Zhou holds Chartered Financial Analyst.
Ms. Ashley Wen brings extensive and deep management experience, excelling in corporate management and operations.
She previously served as the Editor-in-Chief of a well-known technology magazine in China and as the Deputy General Manager of an investment company in Shenzhen, where she was responsible for overall corporate operations and business planning.
Ms. Wen entered the investment market as early as 1990, accumulating over 30 years of experience in the field. She has a deep understanding of the importance of family asset management.
A graduate of the University of Tokyo in Japan, Ms. Wen spent a decade working as an editor and journalist in Japan. During this time, she also began investing and managing her first family business, which cultivated her keen awareness of the relationship between economic development in different markets and family wealth.
In the United States, Ms. Wen has been actively engaged in community service, consistently contributing to the education of Chinese-American children in her community.
Mr. William Li currently serves as the Greater China Managing Director and Senior Global Investment Manager. He brings over 20 years of extensive experience in Wall Street investment banking and investment management in the Asia-Pacific region.
In the United States, William worked at J.P. Morgan and Deutsche Bank's New York headquarters, specializing in the design of financial products and derivatives, as well as risk management. At Deutsche Bank, he was responsible for conducting risk analysis and developing hedging strategies for the equity portfolios of major insurance companies and hedge funds. At J.P. Morgan, he designed and developed tailored financial products to meet institutional investors' risk preferences and investment needs.
In China, William has held senior and partner-level positions in several renowned companies, including Capgemini, China Financial Leasing Co, Citic-CP Asset Management (a subsidiary of Citic Group), and Revpar Investment Management.
William has a strong background in both finance and technology. He holds an MBA from Carnegie Mellon University, a Master's degree in Computer Science from Michigan Technological University, and a Bachelor's degree in Computer Science from Nanjing University.
New York Ivy Capital leadership team is always passionate to advise clients in investments. To better serve client needs, New York Ivy Capital follows market changes closely and optimizes investment strategies dynamically; New York Ivy Capital actively does research on and shares successful investment philosophies of top investment managers; New York Ivy Capital always helps clients and friends analyzing and understanding investment opportunities in the market, and managing investment risks, so that everyone can benefit!
Why Choose Us?
1. Personalized Approach and Beneficial Tax Treatment
(1) We conduct in-depth research and analysis, having developed a series of investment strategies and models to meet client’s goals. We tailor portfolios to suit each client’s needs. We closely follow the market changes, dynamically optimize the investment portfolio, and ultimately achieve medium and long-term profits. Please visit “Investments” page for more information.
(2) Given our relatively low portfolio turnover, we expect most of the position to achieve a favorable tax treatment, i.e. long term capital gain, which can significantly increase the portfolio performance under our current US tax structure.
2. Solid investment track record and no change of account ownership ensuring a safe investment structure
(1) Clients open and own their accounts. Clients only provide New York Ivy limited authorization to place trades
(2) We only trade in the most liquid asset class such as stock, and stock options in US market. Any derivative trading activity is only done in the sole purpose of enhancing return or to time the entrance of a stock position and thus allow benefit of derivative trading without large risk exposure
(3) We do not set up a lock-up period. Our long-term relationship with clients is based on performance satisfaction
3. Lower fee than industry standards
Our principle is based on the interest alignment of investors and managers; our fee structure is simple, transparent and does not have any hidden fees.
We offer two fee schedules as follows:
(a) Performance-based fee*: our principle is based on the interest alignment of investors and managers; our model is "no profit, no fees", or
(b) Asset-based fee: a low percentage of assets under management, which is lower than industry standard
Please make an appointment for a free consultation. [ Contact ]
*Performance fee selection is only available for qualified clients, per federal and state rules.
