The Okabena Difference

Okabena Company has more than 45 years of experience growing and preserving the financial legacies of its clients, offering a unique approach to wealth management that combines institutional rigor and quality with highly personalized service. Our wholly-owned subsidiary, Okabena Investment Services, Inc., is an SEC Registered Investment Adviser that provides investment advisory services to families and nonprofit organizations.

Our Core Advantages:

• Complete Diversification in One Investment Program. We offer a comprehensive array of public and private stock, bond, and alternative asset strategies, all managed by our in-house investment team.
• Efficient Fund Structure Provides Access to Highly Sophisticated Options. By pooling assets in our various investment funds, we provide our clients access to world-class managers and strategies that many would find difficult, if not impossible, to source on their own.
• Rigorous Due Diligence and Risk Management Imbedded in Daily Operations. A time-tested combination of quantitative and qualitative analyses is applied thoroughly and consistently to ensure institutional-level oversight to all aspects of our business.
• Personal Attention from ALL Levels of the Organization. Okabena takes great pride in a highly collaborative culture in which employees at all levels are focused on the client and willing to serve them directly.
• A Culture of Continuous Process Improvement. At Okabena, every department in the organization is charged with improving the way we do business. This results in a highly effective and efficient business model and, consequently, a competitive fee structure.

Learn more about our services:
Investment Management for Families
Investment Management for Nonprofit Organizations
Additional Services
Leadership Team

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