Bamboo Investment
Management
Bamboo Investment Management is an investment firm focused on helping people become an intelligent investor that will allow them and their families to have options down the road by sticking with a discipline strategy.
Planning for the future?
You’re doing the right thing– let our Bamboo Investors show you how. Regardless of how you’d like to invest, our experienced team of professionals will present you with your options and guide you along the way.
01. Diversity
When investing, it’s important to ensure security by planting your money in different soils.
02. Headstart
You have goals, and it’s time to work towards them. That’s why when you trust us with your money, we multiply it.
03. Impulse
Our firm oversees growth because we execute with a plan, combining your family’s goals with our education and experience.
Compound Interest = Your Biggest Ally
Bamboo is the most sustainable crop. We believe your wealth should be too. Building investments long-term, we construct a plan that ensures reliable and abundant funds, based on the desires you have presented to us.
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01.
Money
First, we get to know a little more about you and your understanding of investments.
02.
Create
We then created a personalized roadmap tailored to what’s most important to you.
03.
Build
Finally, we put together and execute your systematic process to help you achieve wealth
Meet Ali Shahhosseini,
Founder & CEO of Bamboo Investment Management.
Founder & CEO of Bamboo Investment Management.
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 needs of affluent clients, sensitive to their risk parameters, personal timelines, lifestyle needs, and long-term goals.
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Testimonials
What Our Clients are Saying
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Change Starts With a Single Step
What are you waiting for? It’s time to invest in your future.