A Legacy of Excellence
Okabena Company together with its subsidiary Okabena Investment Services, Inc. (“Okabena”) is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation’s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals.
Okabena also offers investment management services to qualified tax-exempt organizations, such as community foundations, professional associations, and endowed institutions that represent the arts, music, religious communities, and education.
The size and diversity of our client base continues to grow every year as we develop new relationships with families and nonprofits looking to manage wealth strategically and preserve legacies. We are committed to providing all clients the high levels of personal attention and expertise that are the cornerstone of our service-oriented culture.
Okabena Investment Services, Inc. is a US SEC-registered investment adviser since 1994.
History
The Okabena Difference
Leadership
Form ADV Part 2A: Firm Brochure
Form ADV Part 2B: Brochure Supplement
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