A complete list of active advisors currently associated with Hui Malama Financial Advisors LLC

Warmer can help you find a great advisor at Hui Malama Financial Advisors LLC or one who fits your needs even better.

Hui Malama Financial Advisors, LLC primarily serves pension plans, employer plan sponsors, corporations and other institutional clients, and also offers financial planning and portfolio management services. The firm’s brochure notes that it currently reports no discretionary or non‑discretionary assets under management while maintaining processes to provide ongoing oversight and to delegate portfolio management to third‑party managers. HMFA predominantly follows a passive investment philosophy—constructing portfolios with index funds and ETFs for low turnover and tax efficiency—while also employing fundamental, technical, cyclical and charting analysis as part of its investment work. The firm relies on third‑party managers and a contracted sub‑advisor for trade processing and sub‑advisory services, and assists clients in selecting and monitoring those outside advisers. HMFA is affiliated with a related tax and accounting entity and discloses routine referrals and shared information with that subsidiary, which creates an integrated tax‑and‑advice relationship that may be atypical for peers. The firm also offers pension consulting and participant education to plan sponsors, public seminars and destination conferences, and a la‑carte hourly planning services—features that are uncommon among its investment manager peers.

To learn more about the advisors currently working at Hui Malama Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.