Future Development Strategy
AGF Capital is committed to becoming a leading global asset management brand through fintech innovation and international market expansion, starting its Asia-Pacific regional expansion in 2025. Over the next five years, the firm aims to reach an AUM target of USD 10 billion.
Company Overview and Market Positioning
AGF Capital is a global integrated financial services firm headquartered in California, USA, specializing in asset management. The firm provides professional and innovative financial solutions tailored to institutional investors and high-net-worth individuals worldwide.
ABy holding ETFs issued by AGF, a publicly traded U.S. company, AGF Capital utilizes diversified and robust investment strategies, consistently earning market recognition and the trust of investors.
Core Competitive Advantages
AGF Capital possesses two distinct competitive advantages.
Asset Allocation Strategy
AGF Capital employs a dynamic asset allocation strategy based on its proprietary market forecasting system.
It continuously monitors global market movements and trends, swiftly adjusting client allocations across seven core businesses—Diversified Asset Allocation, Pre-IPO Private Equity, Quantitative Trading, Gold and Hedging Instruments, Private Equity, High-Growth Investments, and Capital Market Services—to ensure optimal risk-return profiles that precisely address client needs throughout different market cycles.
Risk Management and Compliance Systems
AGF Capital has established comprehensive and stringent risk management and compliance systems, including:
Internal Risk Review System
A multi-tiered, systematic internal risk control process ensuring rigorous and compliant investment decisions.
Professional Risk Management Team and Committee
Experienced and independent teams and committees regularly conduct internal audits, risk assessments, and business monitoring.
Compliance and Legal Collaboration
Collaborating with globally recognized law firms and compliance consultants to ensure strict adherence to regional financial regulatory requirements, creating a secure, transparent, and compliant investment environment.
Advanced Risk Management Tools and Technologies
Employing cutting-edge risk analytics and technology platforms to continuously monitor investment portfolio risks, promptly identifying and mitigating potential risks.Conclusion and Investment Attractiveness
Through professional technology and robust risk management, combined with strategic investments in AGF ETF products, AGF Capital provides investors with secure and consistently appreciating investment solutions.
We sincerely invite global investors to collaborate with us in ushering in a new era of wealth creation and investment growth.
Financial Planning and Funding Requirements
Current Assets Under Management
Short-term Objective (3 years)
Medium-term Objective (5 years)
Core Business Revenue Models
Market-Making Services
Robust, Efficient, and Round-the-Clock Profitability • Active in secondary U.S. stock markets and IPO placements, our sophisticated trading technologies and intelligent systems capture spreads and commission revenues around the clock, ensuring steady and secure profits regardless of market volatility, optimizing your capital utilization.
Pre-IPO Investments and Private Equity
Securing High Future Returns • Early-stage investments in promising pre-IPO companies selected through expert analysis, capitalizing on rapid corporate growth and successful public listings to achieve substantial capital appreciation and secure substantial future returns.
Quantitative Trading
AI-Driven Precision for Reliable Returns • Utilizing advanced AI algorithms, our quantitative trading system consistently identifies and exploits market opportunities while rigorously managing risks, enabling stable returns despite market fluctuations.
Gold and Hedging Instruments
Secure Appreciation and Pre-Locked Returns • Our innovative gold leasing models and flexible hedging instruments effectively reduce capital costs and precisely mitigate market risks, securing stable, interest-based returns and safely growing each asset under management.
High-Growth Sector Primary Investments
Capturing Future Market Opportunities • Focused on primary equity investments in high-growth sectors, we use expert research and market insights to select future industry leaders, ensuring market-leading positions and significantly higher long-term returns than market averages.
Capital Market Services (Underwriting and Market-Making)
Expert Guidance and Secure Returns • Our seasoned investment banking team provides comprehensive underwriting and market-making services, facilitating successful market listings and generating reliable trading profits and fee revenues, providing confidence in your investment decisions.
Diversified Asset Allocation and Rolling Appreciation (PPP – Private Placement Program)
Wealth Enhancement Made Easy • AGF Capital has consistently held global high-quality assets such as Berkshire Hathaway, Alphabet (Google), Tesla, Tencent, Nvidia, and XRP (digital assets). Deeply engaged in hedge funds, private equity, pre-IPO investments, quantitative trading, gold, and digital assets, we offer diversified asset allocation solutions. Our rolling appreciation model continuously compounds your capital, delivering highly secure and stable returns.
Backed by the best
