Founded in 1967 to serve the Dayton family’s investment and financial services needs, Okabena Company has established itself as one of the nation’s most respected and innovative family offices. Okabena Company has also stewarded the Dayton family’s philanthropic activities for more than 40 years and in the process has gained a deep understanding of philanthropic organizations, their needs, and their cultures.
In 1994, Okabena formed a wholly-owned subsidiary, Okabena Investment Services, Inc., to hold the investment operations of the enterprise. Okabena Investment Services, Inc. became an SEC Registered Investment Adviser at that time. In 1996, the Adviser extended its investment management services to small and mid-sized tax-exempt organizations outside the Dayton family, under the brand name of Okabena Advisors. Today, Okabena Advisors provides discretionary investment management and administrative services to 30 nonprofit organizations, including endowments, foundations, and associations throughout the country.
Okabena continues to expand its client base by offering its services to select families and tax-exempt institutions.