Molokai Investments

Molokai Investments is positioned as an investment manager offering portfolio management for pooled vehicles and institutional clients, along with business consulting, financial planning, and internal-use valuation services. The firm also accepts discrete consultations and advisory engagements; it reported no assets under management as of December 31, 2025.

Molokai’s process blends long-term fundamental equity analysis, event-driven corporate-event work, and portfolio engineering tools (including Monte Carlo simulations and scenario analysis) to align asset allocation with each client’s Investment Policy Statement. For non-public or hard-to-price instruments the firm uses third‑party pricing services and bespoke valuation methods (such as discounted cash flow and appraisals), and it provides a range of fee arrangements beyond typical AUM schedules, including hourly, subscription, and project-based billing options.

Noteworthy distinctions include an affiliated private fund managed under common control, which the firm discloses and addresses through trade-allocation policies and full disclosure of offering documents, and a Comprehensive Proxy Voting Policy that explicitly incorporates Christian stewardship and USCCB socially responsible investment guidelines for discretionary accounts. The firm also contemplates elective direct fee-deduction (constructive custody) arrangements and integrates business consulting and valuation work into its investment advisory offering in ways that overlap with its institutional services.