Kukui Tree Capital Management LLC

The firm advises individuals, high net worth individuals, trusts and estates, providing discretionary investment management and comprehensive financial planning. Services described in the brochure include portfolio construction using individual stocks, ETFs, mutual funds, bonds, options, REITs and alternative investments, access to third‑party independent managers, and participant account management via the Pontera platform for held‑away retirement plans.

Its investment process emphasizes fundamental analysis and a generally long‑term orientation while retaining flexibility to trade for rebalancing or client cash needs; portfolios are built around each client’s goals, time horizon and tolerance for risk. The firm performs initial and ongoing due diligence and oversight of independent managers and provides clients with periodic reports on holdings, allocations and performance.

Notable distinctions for a solo independent advisor include managing approximately $105.2 million for a small client base, producing a relatively high assets‑per‑client ratio, and maintaining an institutional relationship with its primary custodian (Charles Schwab) that provides technology and other economic benefits. The brochure also indicates use of third‑party platforms for participant accounts and, unusually for peers, discloses both hypothetical performance and results‑based performance in its materials.