Our goal is to build wealth
and manage investments 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 tailored to your individual 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 $100 million.
He specializes in investments, pension management, and financial planning for Honolulu’s health care and business professionals.
Former Senior Tax CPA at KPMG
University of Illinois, Accounting
Chris focuses on customer servicing. He prepares your performance reports and reviews trade history. He is also fluent in Cantonese and Mandarin.
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.
University of Hawaii, MBA
Matt focuses on customer servicing. He is the first to answer the phone and handles general office duties. He is fluent in Spanish.
Began undergrad at Brown University
Finishing undergrad at UH Manoa