CONCENTRUM WEALTH MANAGEMENT

The firm is dedicated to providing individuals and other types of clients with a wide array of investment advisory services. The firm is a corporation formed in the State of California and has been in business as an investment adviser since 2013, owned equally by Jeffery E. Fong and Jay C. Fong. The firm offers Asset Management services through wrapped accounts only and provides individualized investment advice to clients utilizing Wrap Asset Management, Financial Planning & Consulting, Pension Consulting, and Referrals to Third Party Money Managers. The firm's written financial plans or consultations usually include general recommendations for a course of activity or specific actions to be taken by the clients, and they may refer clients to specialists for non-advisory related services. For written financial planning engagements, they provide clients with a written summary of their financial situation, observations, and recommendations. They also periodically review third party money managers’ reports and contact clients to review their financial situation and objectives.

The investment strategies used include Long Term Purchases (Securities Held At Least a Year), Short Term Purchases (Securities Sold Within a Year), Trading (Securities Sold Within 30 Days), Short Sales, Private Placements, Margin Transactions, and Option Writing, including Covered Options, Uncovered Options, or Spreading Strategies. These strategies are implemented in managing client accounts, provided that such strategies are appropriate to the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations. Client account(s) will be reviewed at least quarterly and allocation changes will be made as deemed necessary.

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