He'e Nalu Investing, Inc.

He'e Nalu Investing, Inc., led by Kara L. Buss, MBA, is a registered investment advisor based in Calabasas, CA. Established in June 2024, the firm offers personalized advisory services tailored to clients' risk tolerance and financial goals. Ms. Buss holds a Bachelor of Fine Arts and a Master of Business Administration in Finance. With a clean disciplinary record, she has a background in financial services and compliance. The firm operates exclusively through He'e Nalu Investing, Inc., ensuring a focus on client interests. Investment strategies at He'e Nalu Investing include fundamental and technical analysis, aiming to mitigate risks and achieve clients' financial objectives. The firm does not engage in rapid trading and does not charge performance-based fees. Clients have discretion over their investment portfolios, with no minimum asset management requirements set by the firm. He'e Nalu Investing maintains a fiduciary duty to act in the best interests of clients, providing full disclosure of any potential conflicts of interest. The firm's brokerage practices involve recommending services through LPL Financial, emphasizing factors like strength, reputation, and pricing. Clients' assets are held by qualified custodians, and the firm does not have custody over client assets.