As an established investment advisor in Honolulu, Robert Priske provides investment and financial guidance to Hawaii's businesses, individuals, and families. With over 30 years of experience and managing over $125 million, the firm offers full service financial planning and investment management. Their goal is to build wealth and manage investments wisely, using a fee-only investment advisory firm with a minimum account requirement of $500,000. They select value stocks, ETF's, and no-load U.S. and foreign mutual funds, aiming to earn solid rates of return with low risk. Their services include meetings, discussions, e-mails, and updates to clients' net worth and financial action plans.
The reviewers praise Bob's expertise, guidance, educational approach, and personalized service.