Bamboo Investment Management

An investment firm focused on helping people with their investment portfolio.

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 and concerns.
02.

Planning

We then create a list of investments based on what’s important to you.
03.

Constructing

Lastly, we show you how to adjust your current portfolio based on what makes the most sense for you and your dream

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.

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Testimonials

What Our Clients are Saying

Change Starts with a Single Step

What are you waiting for? It’s time to invest in your future.

Important Notice:

 

You are now leaving the Bamboo Investment Management website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. 


Schwab is a registered broker-dealer, and is not affiliated with Bamboo Investment Management or any advisor(s) whose name(s) appears on this Website. Bamboo Investment Management is/are independently owned and operated. Schwab has agreements with Bamboo Investment Management under which Schwab provides Bamboo Investment Management with services related to your account. Schwab does not review the Bamboo Investment Management Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Bamboo Investment Management Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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