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Strategy Planning

 

Strategy and Planning
We provide investment strategy services for clients that do not keep assets under management with our firm. In this arrangement we help clients prepare an investment strategy for them to implement on their own. We first meet with the client to understand their financial goals, objectives, needs and risk tolerance. Then we help design an investment strategy based on that information. Our advisory may involve but not be limited to providing investment recommendations and developing an asset allocation and portfolio construction strategy to meet the clients’ financial goals, objectives and risk tolerance. Depending on the client’s needs we will also assist the client in establishing investment accounts, choosing a broker/dealer or custodian, advise on digital asset management and protection plans, help the client select investment platforms and advise on other investment resources for the client.

Make use of Keala Advisors' industry knowledge, experience and pool of resources to your advantage.

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© Keala Advisors 2020-2022 | 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 opportunities within the digital assets, blockchain and emerging technology spaces.

Keala Advisors offers a suite of advisory services dedicated to the investors and companies in the emerging technology space including: Portfolio Management, Investor Due Diligence and Analysis, Investment Strategy, Fund Formations, Business Strategy and Cryptocurrency Education.  Emerging Technology solutions 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.

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

Keala Advisors advises individual investors, investment groups, financial advisors, entrepreneurs and early stage companies.

Learn more here about developments in blockchain, digital assets and other emerging technologies.