Palm Springs Advisory | Invest In Innovation & Growth

Each of us have traveled unique paths to creating, growing and building success.

We value your story, how you got here and where you are going.

Palm Springs Advisory LLC (“PSA”) provides investment advisory and financial planning services to a distinct group of individuals and families from varied backgrounds, including Technology Pioneers, Executive Officers of Public Company and Entrepreneurs.

We seek to create, grow, and build success. As financial markets have no universal algorithm, and with a high level of information asymmetric, beside provide investment allocation and management, in order to serve our clients better, we also taking comprehensive consideration of client’s story and target.

Founded in 2017, PSA is a Registered Investment Advisor with The Securities and Exchange Commission (the “SEC”), providing variety kinds of investment advisor services. PSA offers customizable investment services to our clients.

Please visit SEC website for more information about PSA

Investment

Following the concept of investing in innovation and growth, combined with quantitative evaluation of the company's fundamentals and global investment environment, PSA has developed two flagship strategies, Global Technology Growth and Life Cycle Valuation.

Broker services are provided by Interactive Brokers, clients can access account holdings and transactions at any time.

Global Technology Growth

We believe that the development of science and technology is the continuous driver for economic growth. We believe that companies that take the lead in realizing technological breakthroughs and large-scale applications in their respective fields will provide significant returns on investment over a long time period. Global Technology Growth focuses on companies that we believe possess disruptive innovation technology in certain areas in a long-term time horizon that could encompass decades. With a robust barrier established, these companies have a high level of potential rapid growth and positive returns. Industries that we mainly focused on are:

• Leading companies in Technology, Media, Telecom
• New technology, material and business model creator

Life Cycle Valuation

Economic development has its periodicity, but investors generally have rigid demands to not disturb development by too many external factors. Based on this theme, we mainly focus on two types of enterprises:

• Companies that have accumulated a solid moat for many years in the segmented demand field, they can continue to create economies of scale and provide stable dividends. By holding these companies for a long time, investors could get relatively stable returns with relatively lower risks.
• We also continue to pay attention to companies that can bring disruptive innovations in various rigid demand fields, and deploy them in advance during their rapid development period to diversify and hedge the disruptive risks that technological innovation may bring to traditional enterprises.

Regardless of the different investment strategies, risk is the first priority we take into consideration. We believe managing risks is more important than possible return.

Insurance

Making a suitable financial plan, pre-storing, protecting and increasing your retirement wealth, or setting up an education fund for your children, are extremely important for yourself and your family.

We recommend global selected insurance products, providing fixed and fixed indexed annuity offerings, helping clients preserve and grow accumulated wealth.

Knighthead Safe Harbour Fixed Annuity Series:

• Provide attractive and guaranteed return on investment profit

• Wealth inheritance tool

• Opportunity to avoid unexpected foreign tax withholding

• Provide investment options to protect the principal, including profit returns based on market performance or guaranteed interest rates

• Provide a choice of various payment methods including lifetime income

Safety and security

The insurance product is provided by an insurance company located in the Cayman Islands.Goldman Sachs is a shareholder of the company.

Multi Year Guaranteed Annuity (MYGA)

With a MYGA you receive a highly competitive guaranteed rate of return for 3, 5, 7 or 10 years. Your account is credited daily so you know exactly what your money earns over a specified period of time. Your premium and credited interest are 100% protected from market volatility. You may also receive a death benefit, which is equal to 101% of the account value at the time of death.

Fixed Index Annuity (FIA)

With a FIA, your investment return is linked to the performance of the equity markets - without any downside risk. The value is based on the annual performance of a specific market index or a combination of indices. With a FIA your money is not invested directly in the market, but rather earns interest based on the index's performance. It is issued in 5 & 7 terms on an annual point to point basis with 100% participation.

Single Premium Immediate Annuity (SPIA)

With a SIPA, you take a lump sum investment and convert it to a stream of income for a certain number of years or for your lifetime. It provides you with your own personal pension plan or funding vehicle, giving you the peace of mind of having a safe, steady source of income.

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Risk Disclosure

Disclaimers & Disclosures

Palm Springs Advisory LLC (“PSA”) is an Investment Advisor registered with the SEC, registration number 801-112007. Registration with the SEC does not imply a certain level of skill or training. Further information may be obtained by contacting the company directly at contact@palmspringsadvisory.com.

All investors will have different performance results due to different allocation strategies and timing of the initial date of investment, hence comparing results among the PSA’s client results may be of limited use. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.

Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. Historical performance results for market indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.

All information, including that used to compile charts, is obtained from sources believed to be reliable and provided “as is” without warranty of any kind. PSA does not guarantee its reliability. As such, the charts and graphs contained herein should not serve as the sole determining factor for making investment decisions. PSA assumes no responsibility for typographical errors, inaccuracies or other errors that may occur. To the extent that you have any questions regarding the applicability of any specific issue presented or discussed, you are encouraged to consult with PSA.