About

The Firm

RootsOn Capital LLC provides independent investment advisory services grounded in institutional experience and academic rigor.

The firm focuses on long-term portfolio construction, risk management, and transparent investment frameworks for families and affiliated entities.

RootsOn Capital LLC operates independently and is not affiliated with any broker-dealer.

Principal

Juno Wei Chen is the Principal of RootsOn Capital LLC and is responsible for the firm’s investment strategy, portfolio construction, and ongoing investment oversight.

Disclosure

RootsOn Capital LLC is an investment adviser registered (or in the process of registration) in the United States. Registration does not imply a certain level of skill or training. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Advisory services are provided only to clients pursuant to an executed advisory agreement. RootsOn Capital LLC is a U.S. entity. Other entities using the “RootsOn” name may exist in other jurisdictions and operate independently.