Emerald Waves Investments is a registered investment advisor founded in 2010 and led by Raymond Chung. The firm specializes in custom portfolio management on a discretionary basis, using a tactical allocation strategy designed to reduce risk and enhance performance. Emerald Waves utilizes a variety of investments, including stocks, bonds, mutual funds, options, and commodities, tailored to each client's specific objectives and risk tolerance. The firm offers distinct account types with different fee structures, such as a long/short strategy account, a mutual fund and bond account, and a combined strategy account. In addition to ongoing portfolio management, Emerald Waves provides one-time portfolio consultation services for a flat fee. The firm emphasizes personalized service, evaluating each prospective client's suitability for its core investment strategies, and maintaining a commitment to professional ethics and transparency.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee varies by account type: RC Strategy is 2.00%, Mutual Fund/Bond accounts are 0.50%, and Combined accounts charge less than 2.00% based on strategy weighting. Fees may be negotiable under unusual circumstances.