About Us
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 Priske
Investment Advisor
Robert manages over $150 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 Chu
Investor Advisor Rep
Chris focuses on customer servicing. He prepares your performance reports and reviews your account holdings and allocation. He is also fluent in the Chinese language.
Registered Investment Advisor Representative
University of Hong Kong
Education and Social Sciences
Allyson Apo
Office Manager
Allyson is available to answer any account question you may have. She oversees scheduling, the investment database, and client servicing.
Georgetown University
International Management
University of Hawaii, MBA
Ella Fernandez
Client Service Rep
Ella works with client correspondence and manages the investment database. She will be graduating with a BS degree in Finance in June 2025.
Brigham Young University - Hawaii
Chartered Financial Analyst (CFA) 2024 Research Challenge Competitor