Okabena Investment Services, Inc. offers the investment objectivity of an independent firm with an experienced Chief Investment Officer and a robust investment department. With respect to family wealth management, we believe clients are best served when the expertise of all financial advisors is brought to bear on meeting their needs and objectives and have a long history of collaborating effectively with legal, tax, and other trusted advisors. We are also sensitive to the tax implications of investments and have access to the tax expertise of Okabena Company to seek to maximize after-tax returns and plan for tax liquidity needs. Finally, we strive to maintain the strictest confidentiality in connection with client matters to help provide a private and protected advisor relationship.
Investing involves the risk of loss, including the possible loss of principal. Diversification and asset allocation do not ensure a profit or guarantee against loss. There can be no assurance that client objectives will be achieved or that our process will succeed. Reference to “Fifty Years” includes the combined investment histories of OIS and the predecessor investment function within Okabena Company.