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Bankoh Advisors

With Bankoh Advisors you’ll benefit from an approach that helps you invest with more confidence and simplicity.

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Whether you are preparing for a comfortable retirement, changing jobs, or wishing to leave a legacy; we stand ready to provide you with expertise, guidance, and care.

Our Goal-Driven Process

Discovery - During this discovery process we gain a clear understanding of your current financial position, risk tolerance, tax status, and time horizon and begin to formulate a personalized financial strategy that’s tailored to your specific needs.

Building Your Investment MAP and Charting a Course - We analyze the information shared with us to identify the strengths and weaknesses of your current financial situation and advise you on the best course of action to get you to your desired destination.

Implementing Your Strategy - Once we agree upon the best course of action, we will implement the recommended strategy and set the plan into action. This involves the selection of specific account types and the movement and transfer of assets onto our Managed Account Portfolio Solutions (MAPS) platform. A powerful and robust investment management system, MAPS provides the foundation from which we identify and deploy your assets using the strategies best suited to meet your personal goals and investment objectives.

Maintaining Your Portfolio - Your Financial Advisor monitors your portfolio to keep it on track to achieve your investment objectives. We will periodically meet and report on the progress of your plan and how your MAPS account is tracking relative to your goals.

Because your needs and objectives change over time, we foster open communication between you and your Financial Advisor to update and adjust our strategy to keep you on course and heading in the right direction.

Contact us to schedule an appointment with one of our Financial Advisors today.

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Bankoh Advisors is the trade name used by the registered investment advisor Bankoh Investment Services, Inc., a nonbank subsidiary of Bank of Hawaii. Information contained here is for informational purposes only to gain an understanding of the services provided by Bankoh Advisors and is not to be considered investment advice or an offer for the purchase or sale of any investment product. It is important for you to understand that our brokerage services are governed by different sets of laws and regulations from our investment advisory services. Please read the Guide to Brokerage and Investment Advisory Services (PDF) to learn more.
The Bankoh Advisors Managed Account Portfolio Solutions (“MAPS”) is not designed for excessively traded or inactive accounts and may not be suitable for all investors. Diversification and asset allocation does not ensure a profit or guarantee against loss. Please carefully review the Bankoh Advisors Disclosure Brochure that is provided prior to engaging advisory services with Bankoh Advisors. Your Financial Advisor can also provide a current copy of the Disclosure Brochure at any time, free of charge. Please carefully review our Disclosure Brochure for a detailed description of our services, fees and related disclosure information.
Bankoh Investment Services, Inc. is also a registered broker-dealer (member FINRA/SIPC). Our Financial Advisors are also registered representatives of Bankoh Investment Services, Inc. in its capacity as a registered broker-dealer. MAPS is only offered through Bankoh Advisors in its capacity as a registered investment advisor.