About Us

Bamboo is based in the Bay Area but practice is 100% virtual.

Transparency on 3 Things

As a fee-only registered investment advisor, Bamboo Investment Management has a fiduciary duty to all clients – to always put our clients’ financial best interests first, always! There are no hidden agenda nor hidden fees. We are not compensated to sell any investment products. This model allows for our interests to be fully aligned with those of our clients – building sustainable wealth. Through our fee-only program, we are able to make any changes without requiring you to pay any commission. Most importantly, since annual fees are based on assets under management (AUM), being a fee-only investment firm ties our compensation directly to the performance of your account, thereby eliminating conflicts of interest.

1. Fees

no hidden fees, what you see is what you get

2. Performance

your returns are clear and easy to read

3. Outcome

chances of short-term and long-term goals

My story, “Instagram Version

Had the buy now, pay later mentality.
One day I’ll make enough to pay for it all.
Sports gambling became a thing.
Won a decent amount of money, lost more in the end.
Stressed and wiped out.
Then stock picking became a thing.
The thrill of making fast money, the same way from sports gambling was extremely intriguing.
Won a decent amount of money and lost more in the end.
Same feeling. Same result.
Stressed and wiped out.
So I learned to budget and invest. Investing responsibly.
So for the first time, I put the odds in my favor.
I became the house.

Diversity and Inclusion

While diversity is having a seat at the table, inclusion is about having a voice! With D&I as a core principle, society can build back better, fairer, and more productive as shrinking the gender, race and wealth gap can boost productivity not only in our household but in our global economy. We Are All In Together Now!

Change Starts With a Single Step

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