Mr. Wu has been in the financial industry for over 30 years. Prior to founding GPS Capital Management, Mr. Wu served as an Investment Consultant at Charles Schwab, serving high net worth clients. He was instrumental in managing client portfolios utilizing numerous research resources. He successfully accumulated and managed over $200 mil in client assets.
Mr. Wu also spent over four years serving as the manager of Active Traders at Charles Schwab. He is passionate in sharing his knowledge to guide investors regarding investment philosophy and strategies in different market situations. He has hosted hundreds of live educational seminars throughout the Bay Area as well as Southern California. He has been a frequent speaker on the local Radio Stations.
Mr. Wu is passionate about Technical Analysis and Active Portfolio Management. He is a charter holder of Chartered Market Technician (CMT), an internationally recognized professional designation in the field of Technical Analysis (www.mta.org). Mr. Wu was an owner of Onvest, LLC, a company specializing in stock market analytic software based on technical analysis.
GPS Capital Management, LLC is an investment advisor registered with the State of California. We currently have custody of our client assets at TD Ameritrade and Fidelity Investments.