First Hawaiian Bank

Investing

Wealth Management - Investing

At First Hawaiian Bank, our approach to investment management is focused on helping accumulate, manage, protect and grow wealth to meet both your immediate and future needs. We think of a portfolio in terms of its purpose and its relation to the entire estate. The purpose of a particular portfolio may be to fund the purchase of a retirement home, or to provide income during retirement, or to fund a business expense. However, most people ignore the relation of the portfolio to the rest of their estate.

Asset allocation is a method of portfolio construction based on a clear understanding of your monetary and family goals rather than solely focusing on risk across different asset classes.

Our experienced investment professionals work with our private bankers and wealth advisors to create a portfolio that reflects your specific goals, risk tolerance and time horizon.  It’s a process that includes thoughtful and objective manager selection, rigorous oversight, and regular review and evaluation of results with our clients.

Whether you intend to invest for long-term financial independence, retirement, your children’s college education, or to build a nest egg for unexpected emergencies, our experienced investment professionals may help you develop investment solutions to help you potentially reach your financial goals.

First Hawaiian Bank Wealth Management Group offers a variety of investment strategies to meet your needs:

  • Separately Managed Accounts
  • Exchange Traded Funds (ETFs)
  • Individually Managed Bond Portfolios
  • Portfolios – Taxable or Tax Exempt
  • Structured Notes
  • Mutual Funds
  • Annuities
  • Alternative Investments
  • Money Market Accounts
  • Fixed Income Portfolios

We are conveniently located within First Hawaiian Bank branches throughout Hawaii and Guam.

For an appointment or 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.

Managed Accounts

Benefit from access to professional money managers who will manage your portfolio for you. You also enjoy a higher level of customization with the ability to direct allocations according to personal preferences.

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Fixed Income

Enjoy regular, periodic income that is often used to balance an investment portfolio or supplement income. Examples include municipal bonds, corporate bonds, and U.S. Treasury securities.

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Exchange Traded Funds

Trade in specific industries as an individual investor while diversifying your portfolio and alleviating risk.

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Mutual Funds

Participate in the market with investments that are diversified and professionally managed. Each fund differs in objective, strategy, risk, volatility, fees and expenses.

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Annuities

Meet your long-term and retirement goals with insured monthly payments. The three types of annuities are: Fixed, Immediate, and Variable.

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Retirement Plans

Build a more secure future for yourself or your employees with a strategically designed and well-funded retirement plan. We offer plans for individuals, the self-employed, and employers.

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