About RootsOn Capital
Independent. Focused. Long-term oriented.
Our Firm
RootsOn Capital LLC is an independent investment adviser providing portfolio management services to a limited number of families, family-controlled entities, trusts, and related investment accounts. Where appropriate, the firm may also provide project-based financial planning services. The firm generally seeks long-term advisory relationships rather than transactional investment engagements.
The firm operates independently and is not affiliated with any broker-dealer, bank, or product issuer. Its independent structure ensures transparency in how we are compensated, allows portfolio decisions to be made without constraints from affiliated products or distribution arrangements.
The firm conducts portfolio allocation, investment selection, and ongoing portfolio oversight in-house rather than relying on third-party model providers or outsourced investment managers.
RootsOn Capital LLC focuses on portfolio construction, risk management, tax-aware implementation, and transparent investment frameworks. The firm’s investment approach is grounded in institutional experience, academic rigor, and a long-term perspective on risk and return.
Investment Philosophy
RootsOn Capital LLC believes long-term investment outcomes are driven primarily by disciplined asset allocation, diversification, risk management, and thoughtful implementation.
The firm approaches portfolio management from a holistic perspective, taking into account each client’s broader financial circumstances, liquidity needs, investment horizon, tax considerations, and long-term objectives. Portfolio construction emphasizes strategic allocation, disciplined risk management, and alignment between investment decisions and broader family or entity structures.
Risk management begins with portfolio design rather than short-term market reactions. Portfolios are generally constructed with broad diversification across asset classes, sectors, geographies, and investment styles, with the goal of improving resilience across changing market environments.
Within a long-term strategic framework, the firm may also make selective tactical adjustments based on valuation, market structure, and prevailing risk conditions. Tactical positioning is intended to complement — rather than override — long-term portfolio objectives.
Implementation is generally cost-aware and tax-aware, with an emphasis on disciplined execution, efficient investment vehicles, and long-term after-tax compounding.
Leadership
Juno Wei Chen, CFA
Juno Wei Chen, CFA, is the Principal of RootsOn Capital LLC and is responsible for the firm’s investment strategy, portfolio construction, and ongoing investment oversight.
Prior to founding RootsOn Capital LLC, Juno worked for more than15 years across financial services and institutional investment management, including sell-side experience at State Street and buy-side portfolio management experience at Dimensional Fund Advisors (DFA) based in Singapore and Columbia Threadneedle Investments based in US.
Juno’s professional experience included portfolio management and asset allocation responsibilities related to investment strategies representing more than $5 billion in assets. Her experience has focused on portfolio construction, risk management, multi-asset investing, and long-term investment decision-making.
Outside of her professional work, Juno has been involved in volunteer and community initiatives, including service on a board subcommittee of Singapore American School and as Co-Chair of the Asian employee network at Columbia Threadneedle Investments. She has also served as a volunteer alumni career advisor within the MIT Sloan community, is a member of the MIT Sloan Annual Fund Dean’s Circle, and has been a guest speaker at MIT Sloan and Nanyang Technological University.
Juno holds a Master of Finance degree from MIT Sloan School of Management and a Bachelor’s degree from Shanghai Jiao Tong University. Juno is also a CFA charterholder.
Additional information regarding Juno’s professional background is available in the firm’s Form ADV brochure and on her LinkedIn profile.
Principal