We are a Fee-Only Investment Advisory Firm. Our fee is .002 per quarter for accounts up to $2 million and per schedule thereafter. Accounts begin at $750,000.
Our goal is to earn solid rates of return with low risk. We select value stocks and no-load U.S. and foreign mutual funds.
Our investments are based on our discussions of your investment objectives and comfort level of risk. Securities are rebalanced as your circumstances and investment conditions change.
Our follow-up includes meetings, discussions, e-mails and updates to your balance sheet and financial action plan.
University of Illinois, B.A. Accounting
Robert manages over $100 million.
He provides investment and pension management for Honolulu’s health care and business professionals.
Formerly Senior Tax Specialist C.P.A., KPMG.
Office and Service Manager
University of Hawaii, B.A. Accounting & Finance
Lessa focuses on customer relations and directs your brokerage account service teams to ensure proper handling of your accounts.
She processes the billing and prepares your performance reports.
Lessa received the University of Hawaii Regents’ Scholarship for academic excellence.