About RootsOn
Independent. Focused. Long-term oriented.
Our Firm
RootsOn Capital LLC is an independent investment adviser providing portfolio management to families, family-controlled entities, trusts, and related investment accounts. Where appropriate, the firm may also provide project-based financial planning services.
The firm is built around long-term advisory relationships and direct accountability for investment decisions. RootsOn operates independently and is not affiliated with any broker-dealer, bank, or product issuer. This structure enables greater fee transparency, and allows portfolio decisions to be made without constraints from affiliated products or distribution arrangements.
Portfolio allocation, investment selection, and ongoing portfolio oversight are conducted in-house. Investment decisions are considered in the context of each client's broader financial circumstances, liquidity needs, and long-term objectives.
Investment Philosophy
A disciplined framework for long-term capital.
Our approach is grounded in institutional experience, academic rigor, and a long-term perspective on risk and return.
01
Strategic allocation
We believe long-term investment outcomes are driven primarily by disciplined asset allocation, diversification, risk management, and thoughtful implementation.
02
Risk management by design
Risk management begins with portfolio design rather than short-term market reactions. Portfolios are built to improve resilience across changing market environments.
03
Selective flexibility
Within a long-term framework, the firm may make selective adjustments based on valuation, market structure, and prevailing risk conditions. These decisions are intended to complement—not override—long-term objectives.
04
Thoughtful implementation
Implementation is generally cost- and tax-aware, with an emphasis on transparent investment vehicles, disciplined execution, and long-term after-tax compounding.
Wei (Juno) Chen, CFA
Founder & Principal
Wei (Juno) Chen, CFA
Juno is the Founder and Principal of RootsOn Capital and is responsible for the firm's investment strategy, portfolio construction, and ongoing investment oversight.
Before founding RootsOn Capital, Juno spent more than 15 years across financial services and institutional investment management. Her experience includes work at State Street and buy-side portfolio management roles at Dimensional Fund Advisors in Singapore and Columbia Threadneedle Investments in the United States.
Her prior responsibilities included portfolio management and asset allocation for investment strategies representing more than $5 billion in assets. Her work has focused on portfolio construction, risk management, multi-asset investing, and long-term investment decision-making.
Juno holds a Master of Finance degree from the MIT Sloan School of Management and a bachelor's degree from Shanghai Jiao Tong University. She is a CFA charterholder.
Her community involvement has included service on a board subcommittee of Singapore American School, Co-Chair of the Asian employee network at Columbia Threadneedle Investments, alumni career advisor within the MIT Sloan community, and member of the MIT Sloan Annual Fund Dean's Circle. She has also been a guest speaker at MIT Sloan and Nanyang Technological University.