Integrity-Driven Consulting For Hawaiʻi Nei

TAO provides integrity-driven financial consulting to our communities. In our capacity as investment advisor representatives and fiduciaries, we relish the role of caretaker and steward of our clients’ assets – be it a company retirement plan, endowment, or family investment portfolio. To fulfill our mission we designed a more accountable system than the industry standard.

THREE OVERLAPPING PRINCIPLES DEFINE OUR APPROACH:

1. TRANSPARENT PLANNING & INVESTMENT PROCESSES

A transparent, client-centered process provides understanding about our services, investment strategies, and cost. Providing this clarity improves our collective ability to make sound planning decisions with you.

2. ACCOUNTABILITY TO OUR CLIENTS & COMMUNITY

We are a local company and share the same values and aspirations as our clients. We serve our community and are accountable for our work.

3. OBJECTIVE STRATEGIES

We are fiercely independent. Recommendations are our own and not from another institution. We are guided by our own standards of objectivity and strategic opportunity.

Experience Across Disciplines

Our philosophical approach is that a highly experienced team with a deeper and collaborative relationship with our clients will serve their goals at a higher level. TAO is comprised of credentialed specialists with core competencies of proficiency and expertise. Our collective experience, across multiple disciplines, enables us to be efficient and provide higher standard of care.

Team TAO

Our highly trained team are specialists in investments, qualified plans, fiduciary oversight, financial, and distribution planning. All team members were born and raised in Hawaiʻi so a local sensibility permeates the firm leading to a better understanding of our clients’ needs and goals. Our greatest reward is helping our clients find financial clarity and balance, providing them peace of mind on their journey to retirement and/or financial independence.