Shijun Liu, financial advisor Atherton CA

Shijun Liu

CRD Number: 5793035
Current Firm: Parker Investment Management, LLC
Compensation Model: Fee Only

Shijun Liu, CFA, CFP® (CRD# 5793035) is an experienced Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 12 years of experience in the financial services industry. Shijun has a Bachelor of Science degree in Computer Systems Engineering from Stanford University. In addition, he is an active member of the CFA Institute and the CFA Society of San Francisco and is a CFA charterholder. Shijun is also a CFP® Board Certified Financial Planner and is an active member of the Financial Planning Association (FPA) of Silicon Valley.

CONTACT
Advisory Practice Details
Services Offered:
  • Indexing / passive investing
  • Investment management
  • Socially responsible investing
  • College preparation
  • Getting married
  • Having a child
  • Retirement planning
  • Sudden wealth
  • Charitable planning
  • Employer retirement plans
  • Budgeting
  • Social security and retirement income
  • Alternative investments (e.g., hedge funds, private equity)
  • Asset allocation (advice only, not execution)
  • Security selection (advice only, not execution)
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • Business executives
  • Entrepreneurs
  • Legal professionals
  • Sales professionals
  • Small business owners
  • Technology professionals
  • Baby boomers
  • Gen X
  • Millennials
  • Approaching retirement
  • Mid-career professionals
  • Recent grads
  • Retirees
  • Young professionals
Investment Strategy:

We identify long-term trends, and we take advantage of these trends by investing our clients’ assets primarily in mutual funds or exchange traded funds (ETFs).

 

Based on the areas we want to invest in, we find the best-performing ETFs and/or mutual funds that invest in those areas. Rather than diversifying very broadly and holding a large number of funds, we prefer to focus our investments in the best-performing areas and to hold only the best-performing funds we can find. The most important criteria we look at in choosing these funds are performance, volatility, and expense ratio.

 

All mutual funds and ETFs have an expense ratio, which impacts their performance over time. Many mutual funds have expense ratios higher than 1% per year. ETFs generally have much lower expense ratios than mutual funds, so we generally prefer to purchase low expense ratio, high liquidity ETFs to implement our strategy.

 

However, sometimes we are able to find outstanding mutual funds which have superior management and superior performance records combined with relatively low expense ratios. Finding such funds has been one of the keys to our success for many years.

 

We also carefully evaluate volatility in choosing our investments, and our ideal goal is to find ETFs or mutual funds with superior performance but relatively lower volatility compared to other funds investing in the same areas.

 

In taxable accounts, we strive to maximize tax efficiency. The ability, in taxable accounts, to accumulate long-term capital gains over long periods of time while deferring taxes is one of the keys to success in long-term investing.

 

In deciding what investments to make, our most important consideration is what is in our clients' best interest. Our only source of revenue is the management fees our clients pay us. We receive no financial benefit, direct or indirect, from fund companies or from any of the investments we purchase for clients.

Pricing Model:

Please take a look at our official Form ADV Part 2 Filing Document located on our firm disclosures page for our unique fee structure, which we consider one of our firm's key advantages over competitors:

 

https://www.parkerinvest.com/disclosures/

Planning Process:

The nuances of our approach have evolved over the years, but the core principles have remained the same since the inception of the firm. Rather than using static model portfolios, we identify the areas which we believe have the best outlook for long-term appreciation. We emphasize these areas in our clients’ accounts consistent with their investment objectives. We then identify the best specific investments to implement our strategies.

 

We carefully monitor long-term trends in the financial markets and the evolving universe of securities in which we might invest. While we are not short-term market timers, we are willing to make adjustments quickly when conditions change or new investment opportunities appear. We believe that our efficiency and responsiveness in these dimensions set us apart.

 

In summary:

 

1. Rather than following a static asset allocation, we have developed skill at identifying and emphasizing those asset classes expected to outperform.

 

2. We carefully identify the best mutual funds and exchange traded funds (ETFs) to use in implementing our asset allocation.

 

3. We monitor market conditions and can move quickly to implement changes to our clients’ portfolios once we determine changes are warranted.

 

4. Our investment decisions are based on what we believe is in our clients' best interest.  We have no conflicts of interest that might impact our investment decisions, since our sole source of revenue is the management fees our clients pay us.

Professional Designations and Affiliations
Company Name Location Dates Years
Parker Investment Manangement, LLC Atherton, CA May 2010 - Current 12
Degree School Major Graduation Date
Bachelor of Science Stanford University Computer Systems Engineering Jun 2003
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Shijun Liu
FAQ
How can I get in touch with you?
Please give us a call at (650) 326-0387 and we would be happy to talk to you.
What differentiates your services from competitors?
Our unique investment approach, our customized individual account management, our ability to navigate various stages of the market cycle, our attention to your portfolio in the context of long-term objectives, our tax efficiency, our ability to keep overall portfolio expenses low, our lack of conflicts of interest in managing your financial future. Please see our website (https://www.parkerinvest.com/) for more information. Parker Investment Management Form ADV Part 2 (Firm Brochure): https://www.parkerinvest.com/disclosures/
By the Numbers
  • Total Assets Under Management
    657
    MILLIONS
  • Total Number of Accounts
    875
    ACCOUNTS
  • Average Account Value
    $750,781
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, ID, NY, OR, TX, WA

Firm Disclaimer:

Please see our website: https://www.parkerinvest.com/disclosures/

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