A Simple Philosophy: Grow and Protect Wealth for the Long-Term
Our dedicated in-house investment team, Okabena Investment Services, Inc., focuses on maintaining the purchasing power of assets, while at the same time carefully managing the downside risk. Our investment platform can be summarized as a fully discretionary, open architecture, manager of managers structure implemented through pooled investment vehicles.
Okabena’s investment vehicles cover a broad set of global asset classes and strategies, allowing you to create a diversified portfolio of public and private investments all carefully selected and actively monitored by a single provider.
Investment Management for Families
Investment Management for Nonprofit Organizations
Leadership Team
Form ADV Part 2A: Firm Brochure
Form ADV Part 2B: Brochure Supplement
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