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 $125 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 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 is available to answer any account question you may have. She oversees scheduling, the investment database, and client servicing.
University of Hawaii, MBA
Louis focuses on customer servicing. He joins us from Goldman Sachs Personal Financial Management where he specialized in tax planning, investments, and estate planning.
Finance and Real Estate