About Us
We believe investment advice should evolve thoughtfully, grounded in experience, analysis, and an understanding of long-term priorities.
Our Philosophy
The way people build, preserve and deploy capital continue to evolve, often faster than traditional investment frameworks are designed to accommodate. At Keala Advisors, we believe effective asset management requires both discipline and perspective. For us that means respect for time tested fundamental principles alongside a clear understanding of how markets, technology and opportunity are changing. So we stay loyal to fundamental values, but we also apply our passion and knowledge of emerging technologies in a way that helps us be innovative and forward thinking to employ a modernized approach to investing.
Our Approach
Our investment approach is grounded in disciplined analysis, long-term thinking, and a clear understanding of risk. In addition to the analysis of the specific investment, we determine all portfolio investments and allocations based upon various factors such as: the client’s specific objectives, financial profile, risk tolerance, liquidity needs and time horizon. We primarily focus on long-term buy and hold opportunities, but will also execute short term trading strategies for asset allocation purposes, or during times in which we can take advantage of higher market volatility. Investment vehicles that we traditionally direct investments into are public equities, exchange traded funds, bonds, private companies, investment funds and cryptocurrencies.
By embracing innovation without sacrificing trust, we aim to provide guidance that remains relevant across cycles and circumstances.
Transparency: We are fiduciaries, ensuring your investment goals are our only priority.
Constant Communication: We meet and communicate with you regularly to discuss your portfolio and answer any questions you may have.
Clear Reporting: We provide straightforward, comprehensive performance reports on a consistent basis so you can easily understand how your investments are performing.
“A good hockey player plays where the puck is. A great hockey player plays where the puck is going.”
– Wayne Gretzky
Start a Conversation
If you’d like to learn more about our perspective or discuss whether Keala Advisors is the right fit for you, we invite you to get in touch.