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Raymond Liao Investment Advisor
RAYMOND LIAO INVESTMENT ADVISOR is a state-registered investment adviser in ARCADIA, CA. It has 1 employee and 1 investment adviser. The firm is based in...
Overview
RAYMOND LIAO INVESTMENT ADVISOR is a state-registered investment adviser in ARCADIA, CA. It has 1 employee and 1 investment adviser. The firm is based in ARCADIA, CA.
General information
Firm type
Asset Manager
Principals
Raymond Liao
Founder
Frequently asked questions
What investment vehicles does the firm use?
The firm relies on an open-architecture approach, meaning it is not restricted to proprietary funds. Client portfolios can be constructed using third-party mutual funds, exchange-traded funds, separately managed accounts, and private fund commitments where appropriate. This allows pure-play manager selection agnostic of any corporate affiliation.
Does the firm participate in fund commitments or only direct deals?
Practice norms for an independent advisor of this type suggest a focus on public securities for liquid portfolios, with possible allocations to private equity and venture capital funds as a limited partner for qualified clients. Direct private market co-investments or principal-led deals are unlikely given the firm's lean structure.
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