Okabena Investment Services
4200 IDS Center
Minneapolis, MN 55402-4523
Website:
okabena.com
Firm Size
- Assets Under Management (AUM):$1.3 Billion
- Number of Funds:10
- Employees:17
- Firm Type:Hedge Fund
Description
Okabena Investment Services Inc is an investment management company based in Minneapolis, MN. The company provides a range of investment advisory services to individuals, families, and institutional clients. It offers personalized investment strategies, wealth planning, retirement planning, and estate planning services.
Established in 1984, Okabena has built a strong reputation for its comprehensive approach to investment management. The company's team of experienced professionals focuses on understanding clients' unique financial goals and risk tolerance to create customized investment portfolios.
In addition to its advisory services, Okabena also provides access to a wide range of investment vehicles including stocks, bonds, mutual funds, and alternative investments. The company follows a disciplined investment process that combines asset allocation, diversification, and active management to help clients achieve their financial objectives.
Okabena Investment Services is committed to providing exceptional client service, transparency, and fiduciary responsibility. The company prides itself on long-term relationships with clients, helping them navigate through changing market conditions and achieve long-term financial success.
Overall, Okabena Investment Services Inc is a trusted and respected investment management firm in Minneapolis, MN, offering comprehensive and personalized advisory services to a diverse range of clients.