Bank of Hawaii
Bankoh Investment Services, Inc. (Bankoh Advisors) is a registered investment adviser and broker-dealer headquartered in Honolulu, Hawaii. Founded in 1991 and registered as an investment adviser in 2005, it is a wholly owned subsidiary of Bank of Hawaii, serving individuals, high net worth clients, trusts, estates, non-profits, retirement plans, and businesses primarily across Hawaii, with some clients in other regions. The firm employs around 34 people, focused on providing tailored investment solutions, portfolio management, and advisory services.
Investment Strategy
Bankoh Advisors offers personalized investment advisory services, managing portfolios tailored for individuals and institutions such as trusts, estates, non-profits, and retirement plans. The firm provides discretionary and non-discretionary account management, focusing on client objectives, risk tolerance, and investment horizon. Strategies include asset allocation, diversification, and long-term growth, with an emphasis on suitability and close alignment to client needs, primarily serving Hawaii-based clients.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD | 11.52% | $218.4M | 3,830,808 | $44.53 | $57.01 | +$23.6M |
V VUG | VANGUARD | 7.45% | $141.1M | 321,923 | $161.76 | $438.40 | +$19.6M |
I IVV | ISHARES | 7.34% | $139.1M | 224,050 | $303.60 | $620.90 | +$12.8M |
S SPY | SPDR | 6.64% | $125.9M | 203,771 | $209.04 | $617.85 | +$11.5M |
V VTI | VANGUARD | 5.21% | $98.8M | 325,119 | $139.72 | $303.93 | +$1.7M |