Central Pacific Bank - Trust Division
CENTRAL PACIFIC BANK - TRUST DIVISION is the trust and wealth management arm of Central Pacific Bank, headquartered in Honolulu, Hawaii. The Trust Division offers a broad range of services including trust administration, investment management, estate planning, and guardianship of property. As part of a publicly-traded bank founded in 1954, the Trust Division serves individuals, families, and businesses in the Hawaiian islands, supporting estate and legacy planning, retirement solutions, and customized asset management. The team is led by experienced fiduciaries and trust professionals who provide guidance tailored to client needs.
Investment Strategy
Central Pacific Bank - Trust Division employs a diversified and client-focused investment strategy, managing portfolios across major asset classes to align with each client's objectives, risk tolerance, and time horizon. The team emphasizes prudent risk management and tax efficiency, with active monitoring and rebalancing informed by market conditions. Their approach includes constructing diversified portfolios using equities, fixed income, and mutual funds, and providing fiduciary oversight for trusts and estates. The Division’s investment philosophy centers on long-term capital preservation, stable growth, and meeting generational wealth transfer goals.
Top Holdings
Equity Positions (756)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.87% | $56.8M | 84,800 | $543.39 | $669.30 | +$7.8M |
M MSFT | MICROSOFT CORP | 3.26% | $27.0M | 52,087 | $427.40 | $517.95 | +$937.6K |
S SPY | SPDR S&P 500 ETF TR | 3.08% | $25.4M | 38,171 | $523.15 | $666.18 | +$1.4M |
N NVDA | NVIDIA CORPORATION | 2.42% | $20.0M | 107,174 | $95.22 | $186.58 | +$2.9M |
A AAPL | APPLE INC | 2.28% | $18.9M | 74,048 | $175.47 | $254.63 | +$3.1M |