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Our Team Provides Tailored Solutions to Meet Your Needs
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Service: An integrated team of professionals serving as your trusted advisors |
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Solutions: A full range of personal and business wealth management services |
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Security: A 153-year history of serving the financial needs of Hawai’i as the state’s oldest and largest bank |
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Our team of highly qualified and experienced personal wealth advisors includes:
Investment, Tax and Insurance Professionals, Attorneys, and Trust officers |
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Service. Solutions. Security. |
We offer a full range of individualized client services to support your specific financial needs and family values.
Our comprehensive suite of services include investment, insurance and estate planning, as well as trust administration.
These services are tailored to meet your objectives for asset growth, protection, distribution and administration. To get started today, simply contact your banker or stop by any conveniently located branch.
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Areas of Focus
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Investments are not FDIC Insured nor guaranteed by the bank and may lose value.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in Hawaii to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 7,000 wealth managers in the area. 835 award candidates in Hawaii were considered for the award, of which 125 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, HONOLULU Magazine or Hawaii Business.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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