Why Choose Songbird

At Songbird, we create tailored, cost efficient and diversified investment programs to help our clients to grow their wealth over time with confidence.

As an independent and fee-only adviser, Songbird's interests align with clients.

We bring experience in research, portfolio and risk management for institutional investors to all our investors.

Our Mission

To create Value Added, Cost Efficient, Diversified Investment Programs to help our clients achieve their Financial Goals.

Our Value

Accessible, Responsive, and Transparent to our clients and prospective clients.

Songbird's Value to Clients

Cost efficient investment programs built upon our expertise on portfolio and risk management is the key value we bring to our clients.
Jie Hayes, Founding Principal and Portfolio Manager

Financial Planning

Financial planning is an intergrated part of
our investment management services to our clients.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (609) 924-5300
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