Investment Management

Okabena Investment Services, Inc. ("OIS"), an SEC-registered investment adviser, focuses on seeking to meet clients' investment objectives, 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 and/or separately managed accounts.

Core Features of our Investment Program:

• Broad Diversification. We offer a variety of advisory strategies that invest in the comprehensive array of public and private stock, bond, and alternative asset strategies.
• Access to Sophisticated Strategies. We provide our clients access to world-class managers and strategies that many would find difficult, if not impossible, to source 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.
• Due Diligence and Risk Management. A time-tested combination of quantitative and qualitative analyses is applied thoroughly and consistently to provide institutional-level oversight to our investment programs.
• Transparency. Our investment reports and communications are detailed and informative, with the goal of giving clients a solid understanding of their investments, returns and fees.

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. Any risk management processes discussed refer to efforts to monitor and manage risk but should not be confused with and do not imply no or low risk. Registration as an investment adviser does not imply a certain level of skill or training.

Investment Management for Families
Investment Management for Nonprofit Organizations
Leadership Team
Privacy Notice

Return to:

Home > Investment Management