GFM – Hong Kong’s International Investment Advisor

GFM is a Hong Kong licensed asset management firm and US registered investment advisor (CRD #283810). Services offered include:

  1. Managed investment accounts in Hong Kong and the US
  2. US retirement plans including IRA, 401(k), and defined benefit
  3. US non-retirement tax shelters including 529 plans and HSA plans
  4. Hong Kong retirement plans under ORSO
  5. Other international retirement solutions, including UK pension transfers to a UK SIPP
  6. Financial planning and structuring

GFM is founded and run by Tariq Dennison CFPCM,an IFPHK CERTIFIED FINANCIAL PLANNERCM professional, and Anand Batepati.

Read more in our FAQ on how to open an account or contact us with questions.

GFM’s advantages and differences include:

  1. Fee-only model
  2. International and cross-border experience
  3. Straight answers on financial questions, and
  4. Most importantly, we help make sure financial plans get done

You can contact us through the form below or subscribe to our e-mail newsletter (sent roughly once or twice a month).