We provide wealth management advisory services tailored to affluent residents in Japan, following global standards. Our company is registered as an investment advisory and agency firm (Registration No. 3368, Kanto Local Financial Bureau).
Service
Investment management
Based on the following investment philosophy, we provide investment advisory services:
1. Perpetuity of Wealth
Our approach to investment assumes the role of a family office. We prioritize sustaining wealth over generations for future inheritance.
2. Embrace Long-Term Investing
We believe in the importance of long-term investing, regardless of short-term market fluctuations commonly observed in the investment world. While maintaining a long-term perspective is crucial, we also value the accumulation over shorter periods such as six months to one year.
3. Risk Management and Diversification
At Money Compass, we effectively utilize leverage to maximize capital efficiency through investments. Given the need for stable returns in portfolios, we emphasize proactive diversification.
Financial planning
Based on your current lifestyle and future goals, we will develop a financial plan that includes retirement, education planning, and tax strategies. We offer a comprehensive approach tailored to achieving your financial objectives.
Trusts and foundations
We provide proactive support for trust and foundation establishment to protect your valuable assets and facilitate smooth succession planning for future generations.
Education
We offer comprehensive support for education-related needs, including preparation for boarding schools and university admissions.
Charitable activities
We provide advice and comprehensive support for charitable activities and strategic evaluation of donations.
