A complete list of active advisors currently associated with Molokai Advisors
Warmer can help you find a great advisor at Molokai Advisors or one who fits your needs even better.
Molokai Advisors primarily provides investment management and consulting to pooled investment vehicles and institutional clients, while also making advisory services available to individuals. Its stated client work includes manager selection and due diligence, discretionary and non‑discretionary consulting, tactical asset allocation, commodities investing through managed pools, tax‑efficient allocation, performance reporting, and extension of benefits administration for employer plans. The firm describes a mixed qualitative and quantitative investment process that emphasizes manager research, portfolio monitoring, and tailored asset allocation aligned with each client’s objectives and risk tolerance. Molokai regularly coordinates with affiliated and third‑party managers — including a related Australian‑registered asset manager — and may place client assets in affiliated pooled strategies while retaining oversight of execution, reporting, and compliance. Uncommonly for an investment manager focused on pooled and institutional mandates, Molokai’s disclosures show it receives brokerage commissions and operates a subscription platform and periodical/newsletter activity, and it offers educational seminars and workshops. The firm’s placement inside a privately held Molokai Group, its explicit use of affiliated pooled vehicles, and its stated willingness to serve an unusually broad set of institutional client types (including sovereign wealth funds, banks and thrift institutions, insurance companies, government and pension clients, charitable organizations, and other advisers) are notable relative to many peers.
To learn more about the advisors currently working at Molokai Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Red Bank, NJ
| 6
| |
Red Bank, NJ
| 23
|
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