James Woo Fong

James Fong is a nice individual and came highly recommended by a friend. Unfortunately my hopes in finding a proficient financial adviser/broker were quickly dashed when Jim did not execute on his plan in pace with market movement, resulting in monitory and opportunity losses. I liquidated my assets to move into MS Accounts this past Nov 2012 with Jim at realm. He put less than 10% of my assets to work within a 3.5mth period thru Mar 2013....missing the market surge! Big let down! Now difficult to work my $$s back into market with it seating at its high. And as side note, without question Morgan Stanley had system errors that I had to bring to both Jim and his team's attention. Actually had to have new advisory group fix MS's errors. Yes I moved out! Experience was very costly.