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Dave’s Investment Blog » He’e Nalu Investing
Dave’s Investment Blog
Welcome at » He’e Nalu Investing

He’e Nalu Investing

Visit He’e Nalu Investing, Inc.

He’e Nalu Investing, Inc. is an independent Registered Investment Advisory firm, based in the Santa Monica, California and serving clients throughout the United States.

We provide to individuals and organizations
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private wealth management
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financial analysis of business projects
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financial plans
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asset management in the financial markets

We employ proven investment disciplines to outperform relevant benchmarks.  These disciplines are continually reviewed and improved.

Our focus is helping our clients’s achieve their financial goals in an ethical, responsible manner. First we listen to our clients in order to understand their financial objectives. We are always in harmony with the global financial markets.  Our clients rely on us to help them develop and achieve their financial goals.  We strive for steadfast, long-term relationships based on mutual trust and integrity.  We sustain our relationships through transparent action. The best interests of our clients always come first. 

We work on a fee basis and structure our compensation to align with our client’s objectives.  By not accepting any compensation from brokerage firms or investment product manufacturers, we avoid conflicts of interest.