Okabena Investment Services, Inc. began offering its investment advisory services to nonprofit clients in 1996 and continues to do so under the “Okabena Advisors” brand. Since that time, we have grown our assets significantly through add-on investments as well as new client relationships.
Okabena Advisors provides a highly strategic investment management program that offers access, diversification, and integrated risk management. We strive to simplify the client experience while still offering the sophisticated investment options necessary to help organizations realize their financial goals and philanthropic mission. The advantages of our investment management program include:
When an organization joins the growing list of Okabena Advisors’ clients, we apply a rigorous and thorough five-step process to our relationship: