Kobo Wealth is an independent SEC- registered investment advisory firm based in Honolulu, Hawai’i.

Our job is to construct and manage globally diversified investment portfolios for our clientele that includes: trusts, individuals, corporations and qualified retirement plans.

Kobo Wealth’s investment professionals have many years experience in a wide range of wealth management including: portfolio management, trading, operations and investment advice.

As fiduciaries, we ensure that all investment advice we provide is conflict-free and managed solely in the best interests of our clients at all times. We are your trusted advisor that will prudently manage your wealth through all market cycles.

Investment Services

  • Constructing and Managing Globally Diversified Investment Portfolios

  • Providing Investment Advice to Individuals, Pensions, Endowments, and Foundations

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No two clients are the same and therefore no two investment solutions will ever be the same. Kobo Wealth’s independence provides our investment advisers access to institutional level products and services that are the building blocks of our clients’ portfolios.