GFM is a Hong Kong based, independent, fee-only, full-service investment management and financial planning firm aiming to provide individuals and small institutions with a significantly higher level of service, transparency, and directness than most banks, brokers, insurers, mutual funds or financial advisors offer. In other words, we manage money very well, charge fairly, and give straight answers with no BS.

We are one of the few Hong Kong based firms that happily open and manage investment accounts for US citizens, green card holders, and residents, including IRA and 401(k) rollover accounts back in the US. Our integrated approach takes a balanced view of your global portfolio, allocating assets to the account ideal for holding them, and replacing mutual funds with direct positions in stocks and bonds with the potential to outperform and save on fees when possible.

GFM Group Limited is a Hong Kong based Type 9 licensed asset management firm (CE Ref BGT035) founded by former Bear Stearns managing directors Tariq Dennison CFPCM and Anand Batepati in 2014. IRA and non-HK accounts are managed by our U.S. legal entity GFM Asset Management LLC (US SEC Registered Investment Advisor #283810).