More Than Forty Five Years of Success in Family Wealth Preservation
Okabena Company offers clients, through its subsidiary, the complete investment objectivity of an experienced Chief Investment Officer, supported by a fully staffed investment department, using a tax-sensitive approach.
Access to Excellence. The pooled investment structure affords clients access to world-class institutional managers. Some of these managers are closed to new investors or have minimum investment requirements too high for certain clients to access on their own.
Customization. We customize asset allocations for each client taking into account specific short, medium, and long-term goals; liquidity needs; and risk tolerances.
Broad Exposure. Our program covers global, public, and private strategies, including fixed income, hedge funds, equities, real assets, deep value equity, and private company opportunities.
Full Transparency. Our investment reports and communications are detailed and informative, with a goal of giving the client a solid understanding of the investments. Our investment returns are always reported net of all fees - no exceptions.
Integrated Approach. Okabena believes clients are best served when the expertise of all financial advisors are brought to bear on meeting their needs and objectives. We collaborate effectively with legal, tax, and other trusted advisors.
Tax-Efficiency. Our in-house tax compliance group works with the investment team to maximize after-tax returns and plan for tax liquidity needs.
Conflict-Free. Investment decisions are made with complete objectivity and entirely in the client’s best interests.
Confidential. Strict confidentiality provides a private and protected advisor relationship.
Professional. Okabena Investment Services, Inc. has been operating as an SEC Registered Investment Adviser since 1994.