The Firm

Structure

Alan K. Chuang is an investment advisor representative of Advisory Services Network, LLC (ASN), an investment advisor registered with the U.S. Securities & Exchange Commission. We work closely with Fidelity Investment and Charles Schwab to provide custody and trading services for our clients. We've also partnered with Applied Finance Group to support the investment research process. All of the investment management and financial planning is conducted by Mr. Chuang, with the tailored approach to the clients' specific financial situation. Please contact us for a copy of our Disclosure Brochure.

Business and Service Continuity

As a boutique, independent investment management business, we have the freedom to serve clients with the highest standards of service and integrity. We encourage clients to inquire and fully understand how their assets are protected during the normal course of business. With their assets in custody at Fidelity or Charles Schwab, our clients have the support and protection afforded by two of the largest and most respected investment brokerage firms in the world. In the highly unlikely event Mr. Chuang is unable to provide services, clients will be immediately assisted by the personnel of Advisory Services Network, LLC and by Fidelity or Schwab personnel. The investment advisory agreement may be terminated by the client at any time and the client may freely select a new investment advisor and/or custodian. We would be happy to provide you with a copy of our Disclosure Brochure outlining many of these topics in more detail.