Vision of ValorPoint Advisory Group Inc.

“To become a bridge connecting value with capital, providing clients with long-term, stable wealth growth and strategic support.”

Core Principles of the Company:

• Value-Driven — Investment returns must be based on the growth of real economic value.
• Global Vision — Focus on international market linkages and cross-border opportunities.
• Steady Growth — Achieve continuous wealth accumulation while controlling risks.
• Innovation-Driven — Combine technology and financial tools to provide clients with cutting-edge investment solutions.

Key Figures

Name: Michael Anderson

Position: Co-Founder & Financial Analyst of ValorPoint Advisory Group Inc.

Investment Experience and Background

Michael Anderson was born in New York and graduated from the Wharton School of the University of Pennsylvania with a degree in Finance. He worked on Wall Street at top investment banks for over a decade, serving as an equity researcher and portfolio manager. He specializes in identifying strategic investment opportunities in market cycles through macroeconomic analysis and company fundamentals.

During the 2020 pandemic crisis, Michael accurately predicted the far-reaching impact of the Federal Reserve’s monetary easing policies on the markets. He was among the first to allocate investments in the technology and renewable energy sectors, helping clients achieve more than 120% portfolio returns within two years. His style is known for its prudence, emphasizing risk control and diversification to avoid systemic risks caused by excessive concentration.

Founding of ValorPoint Advisory Group Inc.

In 2025, Michael and like-minded partners co-founded ValorPoint Advisory Group Inc., dedicated to providing wealth management and strategic advisory services to high-net-worth clients and institutional investors. His core investment philosophy is ‘Value-Driven + Risk Hedging,’ combining quantitative tools with fundamental analysis to identify asset classes capable of generating long-term excess returns.

His team not only focuses on the U.S. stock market but also actively engages in research on emerging markets and digital assets, particularly in green energy, fintech, and blockchain infrastructure, where they have developed unique insights.

Investment Philosophy

Michael Anderson often emphasizes:

1. Patience is the greatest moat in investing — Short-term price fluctuations are inevitable, but long-term value reversion is the key to wealth accumulation.
2. Discipline is the cornerstone of success — Strictly adhering to portfolio allocation discipline helps avoid emotional trading.
3. Combining innovation with trends — While maintaining the principles of value investing, it is equally important to embrace technological change and industrial upgrading.

Name: Clara Tan

Position: Executive Assistant & Client Relations Coordinator at ValorPoint Advisory Group Inc.

Nationality: Singapore

Background and Experience

Clara was born and raised in Singapore and graduated from the NUS Business School, majoring in International Business and Finance. She previously worked in the private banking division of a multinational investment bank in Southeast Asia, focusing on client relationship management and wealth succession planning. With her meticulous communication skills and cross-cultural background, Clara builds effective bridges between Asian and Western markets.

In 2025, she joined ValorPoint Advisory Group Inc. as Executive Assistant to Co-Founder Michael Anderson. In addition to managing daily affairs, she plays a pivotal role as the link between clients and the analysis team, ensuring smooth information flow and prompt responses to client needs.

Professional Characteristics and Role Positioning

1. Cross-Cultural Advantage: Fluent in English, Mandarin, and Malay, Clara communicates effectively with clients from diverse cultural backgrounds.
2. Client Relationship Expert: Skilled in listening to and analyzing client needs, she helps the team tailor customized investment solutions.
3. Strong Execution: Whether it’s meeting arrangements, client communications, or cross-border investment coordination, Clara delivers efficiency and precision.
4. Trusted Assistant: As Michael’s right-hand, she not only handles administrative duties but also participates in investment research discussions.

Personal Traits

• Professional Style: Rigorous and detail-oriented, with strong problem-solving skills.
• Lifestyle: Passionate about traveling and fitness, she often participates in charity activities during her free time, focusing on sustainable development and women’s career growth.
• Values: Firmly believes that ‘details determine success or failure,’ and sees financial services not just as a numbers game but as a bridge of trust between people.