Independent EB-5 Advisory — Led by CPA & CFA, Bound by Fiduciary Duty

Why Work With Us — CPA & CFA Standards, Fiduciary Responsibility

为何选择我们：CPA/CFA 专业准则与信托责任

• Fiduciary-first: Advice aligned with your best interests; transparent conflicts policy.
  信托优先： 一切建议以客户最佳利益为原则，冲突披露透明。
• Independent, project-agnostic: We do not represent or sell a single issuer; we compare multiple options for you.
  独立中立： 不站队单一发行方/项目，不卖项目，只做对比筛选。
• CPA-grade documentation: Source-of-funds guidance, auditability, and reporting discipline.
  CPA 级文档： 资金来源合规梳理、可审计性与报告规范。
• CFA-grade analytics: Capital structure review, risk modeling, and scenario analysis.
  CFA 级分析： 融资结构评估、风险建模与情景分析。
• Regulatory alignment: Partnering with licensed immigration attorneys & broker-dealers where required.
  合规协作： 必要环节与持牌移民律师/券商合作，确保流程合规可追溯。

Our Process — Professional, Transparent, Client-First

我们的流程：专业透明，以客户为先

1. Independent Assessment / 独立评估： Family goals, risk tolerance, residency timeline, liquidity & tax profile.
2. Market Scan & Shortlisting / 市场扫描与初筛： Compare multiple regional centers, sectors (rural/high-unemployment/infrastructure), and structures.
3. Deep Due Diligence / 深度尽调： Financials, job-creation methodology, capital stack, collateral, exit waterfalls, developer track record, legal review.
4. Structuring & Filing / 结构设计与递件： Source-of-funds documentation, tax alignment, coordinate with attorneys & licensed broker-dealers.
5. Monitoring & Reporting / 持续监控与报告： Project milestones, risk updates, visa status tracking, annual client reviews.

What We Deliver — Due Diligence & Comparative Report

交付成果：尽调与项目对比报告

Policy Advantages — Reserved Categories & Concurrent Filing

政策优势：预留名额（无排期）与双递交（Combo 卡）

• Reserved (Set-Asides) often Current / 预留名额多为无排期： Rural / High-Unemployment / Infrastructure categories can offer faster visa availability compared to unreserved queues.
  农村/高失业/基建类别通常较快获得签证名额，相对非预留更具时效优势。
• Concurrent Filing & “Combo Card” / 双递交与 Combo 卡： When eligible and filed in the U.S., clients may apply EAD + AP together to work and travel while pending.
  在美符合条件可双递交 I-526E + I-485，并申请工卡/回美纸合一卡，等待期即可合法工作与出入境。

How We Engage — Client-Aligned, Transparent Economics

合作方式：与客户利益一致，费用透明

• Client-retained model / 客户付费模式： We are engaged and paid by clients; we do not rely on issuer commissions for recommendations.
  由客户签约并支付顾问费，不以发行方佣金为利益基础。
• Clear conflicts policy / 冲突披露： If any third-party compensation is unavoidable, we disclose it in writing and offset against fees as agreed.
  若出现第三方费用，书面披露并按约定对客户费用进行相应处理。
• Scope & milestones / 范围与里程碑： Written engagement letter defines scope, deliverables, timelines, and reporting cadence.
  书面合作书明确服务范围、交付清单、时间节点与报告频率。

Compliance & Partnerships

合规与合作

We provide independent advisory and due diligence. Where securities solicitation, subscription, or custody are involved, we coordinate with licensed immigration attorneys and FINRA-member broker-dealers as appropriate.
我们提供独立咨询与尽调；凡涉及证券劝诱、认购或资金托管等环节，均与持牌移民律师及 FINRA 会员券商依规协作。

FAQs

常见问题

• Do you sell EB-5 projects? No. We compare and diligence multiple options as your fiduciary.
  你们卖项目吗？不。我们只做对比与尽调，站在客户立场履行信托责任。
• How are you compensated? Client-retained advisory fees; any third-party compensation is disclosed.
  你们如何收费？由客户支付顾问费；任何第三方费用均书面披露。
• Can you help with set-asides and concurrent filing? Yes — we evaluate reserved-category eligibility and coordinate with counsel for concurrent filing (EAD/AP).
  能否支持预留名额与双递交？可以——评估资格并与律师协作推进。