Planning for the future?
Compound Interest = Your Biggest Ally
Founder & Managing Member
Prior to founding Bamboo Investment Management, Ali worked as a financial advisor at Merrill Lynch Wealth Management. He advised corporate executives, business owners, entrepreneurs, and families on all aspects of their financial lives. He is a Portfolio Advisor, who in addition to providing traditional advice and guidance has helped clients pursue their investment objectives by implementing a diversified, systematic, discipline strategy that removes emotion out of the investment process.
Ali is skilled in a range of offerings, including wealth management, cash flow modeling and tax efficient strategies. Ali reviews both side of a client’s balance sheet to identify gaps and capitalize on opportunities for a more efficient use of capital. He takes a highly discipline approach to addressing the investment needs of clients, sensitive to their risk parameters, personal timelines, lifestyle needs, and long-term goals.