Okabena offers clients a dedicated and unified team of investment, financial planning, tax, client service and administrative professionals who embody our firm values:
as a fiduciary, our clients’ interests always come first
we have a purpose and passion for service and client satisfaction
everything we do is for the benefit of our clients
we operate and deliver our services as a team
Client to Employee Ratio
“The culture at Okabena is service driven with a team of dedicated professionals who always put the best interests of clients first.”
Vice President and Senior Client Portfolio Manager
Okabena Investment Services, Inc.
General Counsel, Okabena Company;
General Counsel & Chief Compliance Officer, Okabena Investment Services, Inc.
Vice President and Chief Financial Officer
Okabena Company & Okabena Investment Services, Inc.