How does the advisor help clients – Key Takeaways:
- Assists clients in managing their assets for growth and financial security
- Offers a wide range of financial services
- Serves various client types, from individual investors to institutions
- Provides transparent information on fees and compensation
- Brings expertise and experience in asset management
Facts and Insights
Asset Management Group of Bank of Hawaii is a leading financial advisor with a strong reputation for managing the assets of clients to achieve financial growth and security. With a team of expert advisors and a wide range of financial services, they provide comprehensive solutions to help clients achieve their financial goals.
The group has been in business for over 50 years and has maintained a solid track record of success, generating impressive returns for their clients. As of 2021, they currently manage over $10 billion in assets and have a team of over 100 advisors located across the state of Hawaii.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (in billions) |
|---|---|---|
| 1970 | 100+ | $10+ |
Financial Services Offered
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Risk management
- Wealth transfer
Client Types
Asset Management Group of Bank of Hawaii serves a diverse range of clients, including:
- Individual investors
- Families and multi-generational wealth
- Businesses and organizations
- Institutions
- Non-profit organizations
Fees & Compensation
The group is committed to transparency in all aspects of their services, including fees and compensation. They offer competitive and fair fees for their services, which are based on a percentage of the total assets under management. Additionally, advisors may earn compensation for the sale of certain products, but they are required to disclose this information to clients prior to the sale.
Background
Asset Management Group of Bank of Hawaii is a subsidiary of Bank of Hawaii, one of the largest and oldest banks in the state. With a dedicated team of experienced advisors, the group has a strong reputation for excellence in managing assets and providing personalized financial solutions for clients.
Financial Advisor Disclosures to Know
While Asset Management Group of Bank of Hawaii strives to maintain a transparent and ethical approach to financial management, it is important for clients to be aware of any potential conflicts of interest. As such, the group requires advisors to disclose any outside business activities, disciplinary actions, or financial arrangements that may impact their recommendation to clients.