Whether your investment objectives include income, growth or a combination of the two, we can help you take a disciplined approach to investing. Our Wealth Management Group offers both individual and institutional investors an opportunity to benefit from the professional skills of affiliated and external investment managers. And you can do it on a cost-effective basis.
With a separately managed account you enjoy the benefit of a comprehensive consulting process.
Your managed account is a customized portfolio of stocks and/or bonds and cash that is guided by a professional investment manager. The manager buys and sells stock and/or bonds for your portfolio on your behalf.
Because you directly own the securities within your account, you have the option to specify investment restrictions (e.g., Socially Responsible), and you may request tax-loss selling.
Your Wealth Advisor helps you assess your goals, address your financial concerns, and monitor your progress. For more information, call us at (808) 525-6280 or visit any conveniently located First Hawaiian Bank branch and ask to speak to a Wealth Advisor.