Institutional Quality. Personal Relationships.
Okabena Company (including its subsidiary Okabena Investment Services, Inc.) has more than 50 years of experience seeking to grow and preserve the financial legacies of its clients, offering a unique approach to family office and wealth management services that combines institutional rigor and quality with highly personalized service.
Our organizational culture is characterized by our focus on the client, as evidenced by the company's mission:
To deliver superior and lasting value to clients through excellent investment performance and creative, integrated financial services, focused on our core principles of integrity, dedication, and respect.
Delivering on this mission is a long-tenured group of professionals with extensive industry experience. Professional credentials among our employees include CFA, ChFC, CFP, CPA, JD, and MBA. Our team brings decades of experience in both commercial and private family office environments, providing clients with an exceptionally broad perspective. To maintain this perspective and ensure world-class service, our staff regularly engages in national-level benchmarking.
We take great pride in our highly collaborative culture in which employees at all levels are focused on clients and are willing to serve them directly. Also, every department and employee in the organization is charged with improving the way we do business on a continuous basis. These efforts are intended to result in a service-oriented, problem-solving culture that provides a superior client experience.
Learn more about our services:
Investment Management
Additional Services
Leadership Team
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