WHO WE ARE
We are a company that is driven to achieve excellence in our work and relationships through radical honesty and transparency. It’s who we are, and we are proud of it.
Our Values and Principles
We are the connection between East and West, millennial and boomers, and finance and technology.
Our success is the direct result of our way of being. We want a meritocracy in which meaningful work and relationships are pursued through radical honesty and transparency. We are creating an open, connected and collaborative world.
We are both idealistic and practical. We believe that creating excellent outcomes requires setting ambitious goals and applying our model of how the world works to achieve them, and adjusting our understanding with feedback.
"Truth is a necessary foundation for creating good outcomes."- Ray Dalio
Our Team
JOSEPH LU
Joseph Lu is the founder of Joseph Lu and Associates, a consulting firm focusing on utilizing data analytics and artificial intelligence to create superior results for individuals and organizations. Joseph has over 15 years of experience applying these technologies and creating growth for major asset managers in Los Angeles.
Prior to founding Joseph Lu and Associates, Joseph was a portfolio manager and research analyst in the investment management industry, focusing on quantitative strategies. Joseph earned his B.S. in Information and Computer Science from the University of California Irvine, is a CFA Charterholder, and is a member of the CFA Society in Los Angeles.
Joseph seeks to continue contributing his expertise with using advanced solutions to drive growth in his vision of creating an open, connected, collaborative world.
Global Mindset
We are the connection between East and West, between China and the United States. We aim to integrate the wisdom and markets of these two cultures into one offering.
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.
Results Driven
We are the connection between financial results and technological solutions. We aim to provide expertise in both, and save you both time and money with our solutions.
