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:
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.
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