I seek to achieve the best returns possible for my clients. I align my clients? investment goals with their tolerance for risk and current market conditions. I strive to protect my clients? assets against sudden moves in the financial markets and loss of purchasing power. I provide my services in an ethical, trustworthy manner.
He'e Nalu Investing, Inc. is an independent Registered Investment Advisory firm, based in the Thousand Oaks, California and serving clients throughout the United States.
I work with individuals and organizations:
*Private Wealth Management
*Retirement Plans 401(k), Profit Sharing..etc...
*Tax Efficient Investing
*Individual Retirement Accounts
*Analysis of Business Projects/Investment Opportunities
I create customized investment portfolios tailored to each client's risk tolerance and life goals.
I employ proven investment disciplines to outperform relevant benchmarks. These disciplines have been developed through formal education and more than 25 years of investment experience. Investment models and principals are continuously reviewed and improved.
All of my clients' assets are safely kept in separate accounts, registered in their name at Fidelity Investments, LLC. My clients have access to their accounts 24 hours per day / 7 days per week.