Ke•a•la

Derived from Hawaiian origins meaning "the path" or "the way"

 

KEALA ADVISORS offers investment advisory and asset management services to individual and institutional investors, investment professionals, corporation and/or business entities.  We do not limit our investment advice to any specific type of investments but, our firm has placed an emphasis on designing its services to advise clients seeking opportunities in both the public and private equity and venture spaces.  Our firm's services include Portfolio Management, Due Diligence and Analysis, Financial Planning and Investment Education.

Financial Advisors:  Receive strategic guidance on equity and venture investment strategies that can be customized and integrated into your client's current investment portfolio based on their investment goals and risk tolerance.

Individual and Institutional Investors:  Obtain valuable research, market analysis and due diligence from an investment advisor to shape your investment strategy, manage your portfolio and guide your investment decisions.

Our Advisory Services

Portfolio Management

Portfolio Management

Let us take your assets under management, design a portfolio based on your investment goals, and invest the assets on either a discretionary on non-discretionary basis.
Strategy and Planning

Financial Planning

Work with us so we can help you design an investment strategy and/or financial plan specifically tailored to your needs to implement and execute for yourself or your client.
Due Diligence and Analysis

Due Diligence and Analysis

Obtain valuable research, market analysis and due diligence to shape your investment strategy and guide your investment decisions.
Education

Business Consulting

Receive top class financial business consulting and advising for your early to late stage company that will help guide your business development, finance and asset protection strategies.

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© Keala Advisors 2024 | All Rights Reserved | Work with an investment advisor who also has a legal and business  background.  Let our experts guide you through the myriad of investment opportunities within public and private equities, digital assets and emerging technologies.

Keala Advisors offers a suite of advisory services dedicated to the investors including: Portfolio Management, Investor Due Diligence and Analysis, Investment Strategy, Financial Planning, Fund Formations, Business Strategy and Education.  Emerging Technology investments that we consult on include but are not limited to: Blockchain, Cryptocurrencies and Digital Assets, Internet of Things (IOT), Machine Learning, Software as A Service (SAAS), Virtual Reality and Artificial Intelligence.

Investment Advisors

Financial Planning

Portfolio Management

Digital Assets Investment Advisors

Emerging Technology Experts

Keala Advisors’ team is comprised of experts in the fields of finance, law and technology.

Keala Advisors advises individual and institutional investors, investment groups, early stage companies, founders, entrepreneurs, professional athletes, creative artists and other individuals with non-traditional income streams and sources of wealth.

The firm’s form ADV parts I and II can be found at  www.sec.gov