We are a Fee-Only Investment Advisory Firm.
Accounts begin at $750,000.
Our 0.002 fee per quarter with discounts for accounts over 2 million
Our goal is to earn solid rates of return with low risk.
We select value stocks, ETF’s, 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 investment conditions change.
Our services include meetings, discussions, e-mails and updates to your net worth 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. with KPMG.
Office and Service Representative
University of Hong Kong
Chris focuses on customer relations and directs your brokerage account service teams to ensure proper handling of your accounts.
He prepares your performance reports and manages the Portfolio Center database.
Allyson runs the office smoothly and is available to answer any account question you may have. She oversees scheduling, the investment database, and servicing.