Mike Ma

Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services

VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations.

Functions as a College/University

Manufactures electronic equipment

Develops advanced search and online customer interaction software

Betterment’s methodology advises clients to invest in well-diversified stock market holdings for strong, long-term returns, along with Treasury bonds for steady income that is superior to typical bank interest rates with lower volatility than the equities markets. The firm manages all client portfolios directly and implements their strategy by recommending a portfolio of broad market index ETFs and Treasury Bond ETFs. Once in place, Betterment’s online platform enables clients to fine-tune their allocation to match their individual needs.

Provides consulting, research and benchmarking services

Sway Ventures seeks invests in companies located in North America and Europe. The firm targets companies operating in the fields of finance, real estate, retail, and supply chain sectors. It provides financing for early stage and growth stage capital requirements.

Provides software solutions that enables residential lending from various lenders