RootN Wealth Management
Global Investment Advisory
with a Quantamental Edge
Disciplined. Research-driven. Risk-aware.
Global Investment Advisory
with a Quantamental Edge
About Us
RootN Wealth Management is a Texas-based investment advisory firm and a wholly-owned subsidiary of RootN Global Investors, an established asset management firm in Korea, expanding its presence into the U.S. market.
We combine quantitative discipline with fundamental insight to construct resilient portfolios, with experience across global markets including the U.S. and Asia.
90
Preparedness for the Unknown
Incorporating broader perspectives to anticipate change
We approach investing with a clear framework for navigating both certainty and uncertainty.
Rigor for the Known
Disciplined, data-driven analysis of what can be measured
Respect for the Unknowable
Acknowledging uncertainty and managing risk with humility
PHILOSOPHY
Hyunjun (Jun) Lee
Founder & President
Hyunjun Lee is the Founder and President of RootN Wealth Management, a U.S.-based investment advisory firm.
He is an approved and active Registered Investment Adviser Representative (IAR) in the State of Texas (CRD# 8240658).
He is also the Founder and Chairman of RootN Global, an established asset management firm in South Korea with nearly a decade of experience, managing global investment strategies.
Building on this foundation, he established RootN Wealth Management to expand his investment approach into the U.S. market.
With over 20 years of expertise in global asset management and quantitative strategies, he specializes in global equity investing
and portfolio construction. Through a disciplined, research-driven approach focused on high-quality growth companies, he has established a proven track record of managing large-scale institutional mandates and high-net-worth portfolios across both the Asian
and U.S. financial markets.
He holds a Master’s degree in Computational Finance from Carnegie Mellon University.
Prior to founding RootN Global, he worked at Barclays Global Investors and Prudential Financial, where he gained experience in global investment management.
LEADERSHIP
INVESTMENT STRATEGY
Our Quantamental strategy is a proprietary investment framework combining Quantitative rigor with Fundamental insight
Quantitative Screening
Systematically screen thousands
of stocks using proprietary
quant models to identify
optimal risk-reward profiles
Fundamental Research
Conduct deep qualitative analysis on business models and industry trends to assess long-term intrinsic value
Portfolio Construction
Build a focused yet diversified portfolio that balances structural growth potential with
disciplined risk management
Daily Strategy Meeting
Integrate quantitative metrics with fundamental insights to validate data and judgment for final decisions
Our Proprietary Quant Engine integrates 20+ years of 150,000+ global financial big data to systematically extract long-term value from market noise
3,000 Universe
800 Quantitative
200 Fundamental
100 Watchlist
Final
Selection
Top ~60
Profit & Cash Flow Alignment
Focusing on companies with Operating Profit Growth and Positive Cash Flow
CAPEX Intensity
Selecting firms with Above-Industry-Average CAPEX and strategic investments
Quality of Earnings
Concentrating on generating "High-Quality Cash Flow" to ensure sustainable growth
Earnings Momentum
Final filter for Upward Earnings Revisions and superior profit growth rates
Final
Top ~60
Why RootN?
THE PROBLEM
High-achieving professionals in the U.S. are currently trapped in a service blind spot, where capital is abundant but expert attention is scarce.
Generic Advisory Models
Most wealth managers rely on "one-size-fits-all" retail models.
They lack the institutional-grade quantitative rigor required to navigate today's complex volatility.
Geographic Blind Spots
The U.S. market suffers from extreme domestic bias. Individual investors have low access or deep expertise in high-growth Asian markets like Korea and Japan.
Transactional Barriers
Clients are often siloed away from decision-makers. The lack of direct engagement with portfolio managers leads to a 'Black Box' relationship and decision paralysis.
OUR SOLUTION
Quantamental Rigor
We bring the same systematic discipline that powered our success in Korea directly to your personal portfolio.
True Global Vantage Point
Integrating U.S., Korean, and Japanese equities for
an unmatched informational advantage
Strategic Partnership
We are a boutique partner, not a transaction platform.
We handle the complexity to reclaim your most valuable asset: Time.
RootN Wealth Management is here to bridge the divide by delivering
institutional-grade investment quality to individual investors with personalized care
Institutional Quality,
Personalized Delivery
Headquartered in Austin, Texas
Expanding a proven investment approach into the U.S. market
with a long-term commitment to clients and community.