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Investment Philosophy

Hawaii Financial Advisors, Inc.’s investment philosophy is grounded in the belief that appropriate asset allocation and diversification, as well as risk diversification, are imperative to successful investing over the long term. 

Sounds simple, but in order to make suitable recommendations, a thorough understanding of a client’s ever-evolving financial picture (investment objectives, lifetime income needs, return expectations, liquidity parameters, tax constraints and risk tolerances) are required. As a boutique firm, we take the time to build relationships with clients so that we fully understand their unique situations, and are able to provide personalized wealth solutions.

Financial Advisors at Hawaii Financial Advisors, Inc. are independent advisors. Meaning, our advisors have the capacity to make decisions that put clients’ interests first. Unlike captive firms, we have no vested interest in promoting a particular product or service. As such, our primary concern is that our clients’ portfolios meet their financial objectives, including building income streams that last a lifetime.

Our advisors determine their fee structure independently. For more information, please contact us at info@hawaii-fa.com.


Diversification (Asset Allocation) does not does not guarantee a profit or protect against loss.