Portfolio Management

Our firm offers discretionary and non-discretionary portfolio management services. Our investment advice is tailored to meet clients' needs and investment objectives. We begin the process by meeting with the client to determine their investment objectives, risk tolerance and other relevant information that properly assesses their investor profile. We will use the information gathered to develop a strategy that enables our firm to give the client continuous and focused investment advice and/or to make investments on behalf of the client. We create an investor profile for each client which outlines the client’s current situation and investment goals, and then construct an investment plan to create and manage a portfolio based on that investor profile.

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