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.
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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
STRATEGY
Quantamental Investing
Combining systematic screening with deep fundamental research
Seamless integration of top-down macro insights and bottom-up fundamental analysis
Our Investment Approach
Global Equity Focus
Targeting high-quality growth companies with a strong presence in both the U.S. and Asia
Risk Managment
A discretionary investment approach combined with disciplined portfolio construction and risk awareness
Hyunjun Lee
Founder & President
Hyunjun Lee is the Founder and President of RootN Wealth Management, a U.S.-based investment advisory firm.
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.
He specializes in global equity investing and portfolio construction, focusing on high-quality growth companies through a disciplined, research-driven approach.
He holds a Master’s degree in Computational Finance from Carnegie Mellon University.
Prior to founding RootN Global, he worked at BlackRock, where he gained experience in global investment management.
LEADERSHIP
Headquartered in Austin, Texas
Expanding a proven investment approach into the U.S. market
with a long-term commitment to clients and community.