How does the advisor help clients – Key Takeaways:
- BANKOH Advisors, also known as BANKOH Investment Services, Inc., is a leading financial advisory firm with a proven track record of helping clients achieve their financial goals.
- The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, and more.
- BANKOH Advisors takes a client-centric approach, tailoring its services to meet the unique needs and goals of each individual client.
Facts and Insights
BANKOH Advisors has been in business for over 20 years, establishing itself as a trusted partner for individuals and businesses seeking sound financial advice. The firm currently manages over $1 billion in assets, with a team of highly qualified advisors dedicated to helping clients reach their financial objectives.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25+ | 20+ years |
Financial Services Offered
BANKOH Advisors offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management – The firm designs personalized investment portfolios based on each client’s risk tolerance, financial goals, and time horizon.
- Retirement Planning – BANKOH Advisors helps clients create a roadmap for their future retirement, taking into account factors such as expected lifestyle, healthcare expenses, and potential income sources.
- Estate Planning – The firm assists clients in creating a plan to transfer their wealth to their chosen beneficiaries in the most efficient and tax-effective way.
- Tax Planning – BANKOH Advisors works with clients to minimize their tax liabilities and optimize their financial strategies.
- Insurance – The firm offers a range of insurance options to help clients protect their assets and families.
Client Types
BANKOH Advisors serves a diverse set of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families and individuals
- Trusts and foundations
Fees & Compensation
BANKOH Advisors is a fee-based firm, meaning it charges a percentage of assets under management as compensation. This aligns the firm’s interests with those of its clients, ensuring that its advisors prioritize their clients’ financial success. The firm also discloses any potential conflicts of interest to clients and acts in their best interests at all times.
Background
BANKOH Advisors is a subsidiary of Bank of Hawaii, one of the largest financial institutions in the state. This affiliation provides the firm with additional resources and expertise to better serve its clients. Additionally, the firm’s team of advisors has a diverse set of backgrounds and qualifications, including CFP® certification, MBA degrees, and extensive industry experience.
Financial Advisor Disclosures to Know
As a registered investment advisor, BANKOH Advisors has a fiduciary duty to act in the best interests of its clients at all times. The firm also has a clean disciplinary record, with no disclosures on its regulatory filings. This indicates the firm’s commitment to transparency and ethical practices.