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Author: David Nankervis

Q4 2022 Okabena Market Review and Outlook

Posted on 22.12.3123.01.31 by David Nankervis
Q4 2022 Okabena Market Review and Outlook
Posted in Market UpdatesLeave a Comment on Q4 2022 Okabena Market Review and Outlook

Q3 2022 Okabena Market Review and Outlook

Posted on 22.09.3023.01.24 by David Nankervis
Q3 2022 Okabena Market Review and Outlook
Posted in Market UpdatesLeave a Comment on Q3 2022 Okabena Market Review and Outlook

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Okabena Company & Okabena Investment Services, Inc.
4200 IDS Center | 80 South Eighth Street | Minneapolis, MN 55402
phone: 612.339.7151

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Family office services are provided by Okabena Company. Trustee services are provided by its subsidiary Boulder Bridge Trust Company. Investment services provided by Okabena Investment Services (OIS), an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. References to “preserving” wealth are not meant as guarantees of financial success in connection with any specific family office or investment service, but rather refer to the preservation of family legacies and values, which Okabena considers a form of wealth. Investing involves the risk of loss, including the possible loss of principal. There can be not assurance that investment strategy objectives will be achieved or that our investment process or recommendations will succeed. Asset allocation and diversification do not guarantee a profit or protect against loss. All data as of 12/31/22 unless indicated otherwise.

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