Analytic Investment Profile Picture

Analytic Investment

Investment Advisor

Analytic Investment Management LLC is a registered investment advisor under the Investment Advisors' Act of 1940. Hengfu Hsu is the Firm's founder and owner.

Located in the heart of Silicon Valley, California, Analytic Investment Management LLC is committed to create portfolios that meet our clients' investment needs.

Investment process

Use proprietary computer algorithms to manage portfolios using bottom-up fundamental analysis of all stocks traded in US exchanges.


Investment models

Important Information

Important Information

Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.

The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.