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?
Compound Interest = Your Biggest Ally
First, we get to know a little more about you, your goals, concerns and develop a vision for your financial future.
Finally, we put together and execute your systematic process to help you build wealth.
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.