Independent Investment Adviser
Investment management for complex family wealth.
RootsOn Capital LLC is an independent investment adviser serving families, trusts, and related entities. We manage investment portfolios in the context of each client’s broader assets, liquidity needs, charitable goals, existing estate-planning framework, and long-term wealth objectives.
What We Focus On
Investment management, viewed in the right context.
RootsOn Capital is built around disciplined investment management, a family balance sheet perspective, and long-term investment discipline.
Investment Management
Disciplined, tax-aware portfolio management aligned with each client’s objectives, risk tolerance, liquidity needs, and long-term capital goals.
Family Balance Sheet Perspective
For clients with more complex assets, we view investment accounts in the context of the broader family balance sheet, including liquidity needs, business interests, real estate, private investments, charitable assets, trusts, and long-term goals.
Where helpful, we can help organize investment-related questions for discussion with the client’s CPA, estate attorney, custodian, or other professional advisers.
Long-Term Investment Discipline
We focus on long-term portfolio construction, risk-aware implementation, cost- and tax-aware execution, and ongoing portfolio oversight rather than short-term market reactions.
Founder & Principal
Led by Wei (Juno) Chen, CFA
RootsOn Capital was founded by Wei (Juno) Chen, CFA, an investment professional with more than 15 years of experience across institutional investment management, portfolio construction, and asset allocation. The firm is intentionally built to serve families seeking thoughtful, disciplined, investment-led guidance.
Meet JunoA Thoughtful First Step
Start with a conversation.
If your family is considering a new investment adviser, reviewing an existing portfolio, or thinking about how investment accounts should fit within broader assets, liquidity needs, and long-term goals, we welcome a conversation.
Contact RootsOn Capital