A complete list of active advisors currently associated with Molokai Investments

Warmer can help you find a great advisor at Molokai Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at Molokai Investments, 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.