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Navigate your financial future with confidence with investment strategies and services from a name you can trust.
We’re making some changes and can’t wait to share them with you. Over the next few weeks, this page will be refreshed and we’ll keep you informed every step of the way. In the meantime, if you have any questions, please contact your Financial Advisor at 808-694-8500.
Meet Chris Otto, a financial adviser and leader in Bankoh Investment Services, who has first-hand knowledge of the importance of financial planning.
When it comes to planning for your financial future, there is no such thing as one-size-fits-all. At Bankoh Investment Services, we take the time to get to know you and understand your financial needs and goals. We call our process ‘navigation’ because our expert investment specialists thrive on charting the course to success for our clients.
Every relationship starts with a discovery process to understand your needs, goals and priorities. Then, we’ll work to develop a financial plan that aligns with your overall wealth plan which we’ll regularly review to ensure we’re meeting your current needs and on track to your future goals.
Visit FINRA’s BrokerCheck to learn more about our firm and financial professionals.
Please review our Customer Relationship Summary which contains important information about our firm, including fees, costs, conflicts of interest, and the services we offer that can help you decide if we are right for you.
Our team of experienced financial advisors are ready to help you navigate your financial options.
Build a financial plan
A financial plan helps you define your needs and goals—and helps set the course to reach them. Schedule a free consultation with a financial advisor
Investment strategies
Insurance policy analysis
Retirement planning
Grow your wealth
To learn how we can help you grow your wealth, schedule a free consultation with one of our financial advisors today. Learn more
Investment strategies
Market monitoring
Risk tolerance exploration
Protect your assets
Protect your future and the people you love the most. To schedule a free insurance analysis, talk to a Bankoh financial advisor today. Learn more
Life insurance
Disability Insurance
Business Insurance
Explore market information and expert insights from our strategists and advisors.
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