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. Okabena Advisors offers the investment objectivity of an independent firm with an experienced Chief Investment Officer and a robust investment department. This expertise offers investment committees, trustees, and boards a balanced marketplace perspective that is both broad and exceptionally well-informed. 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.
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.