Our goal is to build and manage wealth wisely
We are a Fee-Only Investment Advisory Firm.
Accounts begin at $500,000.
Our fee is 0.002 per quarter with discounts for accounts over $2 million.
We select value stocks, ETF’s, and no-load U.S. and foreign mutual funds and aim to earn solid rates of return with low risk.
Our investments are based on our discussions about your investment objectives and desired level of risk.
Our services include meetings, discussions, e-mails and updates to your net worth and financial action plan.
Robert manages over $90 million.
He provides investment and pension management for Honolulu’s health care and business professionals.
Former Senior Tax CPA at KPMG
University of Illinois, Accounting
Chris focuses on customer relations and ensure proper handling of your accounts. He prepares your performance reports and manages the Portfolio Center database.
University of Hong Kong
Education and Social Sciences
Allyson is available to answer any account question you may have. She oversees scheduling, the investment database, and client servicing.