Okabena Investment Services

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Okabena Investment Services — overview

About

Okabena Investment Services is a US-based multi-family office and registered investment adviser. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include portfolio management, investment policy development, portfolio construction, risk management, multi-generational planning, financial lifestyle management, client education and family continuity, asset protection, tax accounting & reporting, philanthropic planning, and liquidity management. The firm advises high-net-worth families and individuals, charities, foundations, endowments, other not-for-profit organizations, and OIS private funds. Okabena Investment Services is an owned subsidiary of Okabena Company, a multi-family office formed as a single-family office by the Dayton family in 1967.

Okabena Investment Services - known decision makers (22)

Position	Location	Asset Class
Investment Manager	Minneapolis, US	PEREINFHFPDNR
Associate Director - Individual Tax	Minneapolis, US	PEREINFHFPDNR
Director of Operation	Minneapolis, US	PEREINFHFPDNR
Client Service Associate	Minneapolis, US	PEREINFHFPDNR
Compliance Manager	Minneapolis, US	PEREINFHFPDNR

Showing 5 of 22 known decision makers Okabena Investment Services

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