Bamboo Investment Management

An investment firm focused on guiding people to invest with a peace of mind that puts the odds in their favor.

Planning for the future?

You’re doing the right thing– let Bamboo Investment Management show you how. Regardless of your current financial situation, our process will present you with options and guide you along the way based on your goals.

01. Risk Tolerance

Understanding, taking and managing risk are all essential in the process of building wealth.

02. Financial Planning & Analysis

Taking a holistic approach to financial planning will help you get the most out of your finances for years to come.

03. Portfolio Implementation & Monitoring

A diversified portfolio helps soften the hit on the downside and captures the growth on the upside.

Compound Interest = Your Biggest Ally

Bamboos are one of the most sustainable growing materials on the planet. We believe your wealth should be too. Having a tailored plan that allows your money to grow at a sustainable rate for a sustainable pace will give you the confidence and reminder of the power of compound interest.

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01.

Understanding

First, we get to know a little more about you, your goals, concerns and develop a vision for your financial future.

02.

Planning

We then create a personalized roadmap tailored to what’s most important to you after analyzing your information.

03.

Constructing

Finally, we put together and execute your systematic process to help you build wealth.

04.

Reviewing

We hold periodic meeting to reviews your portfolio progress and make any changes if needed.

Meet Ali Shahhosseini, “Linkedin Version”
Founder and 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 sides of a client’s balance sheet to identify gaps and capitalize on opportunities for a more efficient use of capital. He takes a highly disciplined approach to addressing the investment need of affluent client, sensitive to their risk parameters, personal timelines, lifestyle needs, and long-term goals.