Welcome to the next stage of your growth.
We leverage the power of big data and artificial intelligence to support you in saving time, making money or expanding your influence. Experience a new dimension of growth in your business today.
Let us manage so you can lead.
As a business owner, you are inundated with questions with major consequences for your business. How should I grow my business? How do I best spend my marketing dollars? How do I mitigate potential market risks? What technology should I invest in to get the best return? Our company’s purpose is to answer these questions so you can focus on what you do best - creating and sharing your gifts with the world.
Who We Are
Joseph Lu and Associates is a consulting firm focusing on utilizing data analytics and artificial intelligence to create superior results for individuals and organizations. The founder, Joseph Lu has over 15 years of experience applying these technologies and creating growth for major asset managers in Los Angeles.
For one client, Joseph was able to cut down a key performance process by 5 fold by incorporating new systems, streamline a week long operation into one day. For another client, Joseph was able to raise $20 million in individual assets. For yet another one, Joseph’s design and promotion of their investment platform allowed the company to grow from $3 billion in AUM to $10 billion.
As a firm, we seek to continue contributing our expertise with using advanced solutions to drive growth for individuals and groups in our vision of creating an open, connected, collaborative world.
Global Mindset
We are the connection between China and the United States, between East and West. We aim to integrate the wisdom and markets of these two cultures into one.
Forward Thinking
We are the connection between generations. We honor time-tested values and traditions, and enhance them with new mechanisms to enhance results for our clients.
Excellence Driven
We are the connection between financial results and technological solutions. We aim to provide excellence in both, and save you both time and money with our offerings.
What Makes Us Unique
Integrated Solutions
A jack of all trades, master of none, is oft times better than a master of one. We take an integrated approach, combining marketing, finance and IT in our solutions.
Technology Focus
Understanding and implementing new technology can be tricky. We rigorously test new technology to see which one makes the most sense for your business.
Strategic Partners
We have a deep bench of partners we work with in North America and in Asia. If we can’t do it ourselves, we’ll find someone else who can.
Advanced Risk Management
Our unique experience with finance markets allows us to offer out-of-the-box solutions for risk management.
What We Do
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