Queen City Capital Management, LLC

Ohana Wealth and Life Planning, operated by Queen City Capital Management, LLC, offers asset management services through a wrap fee management program. Clients can choose between a traditional payment option or a bundled "wrap fee" payment option. The firm specializes in providing asset management services primarily using mutual funds and exchange-traded funds. They offer various portfolios such as ESG Values Based, All Star Funds, Index Plus, Index Plus Tax Managed, Strategic Core, and custom programs. The minimum account size ranges from $50,000 to $100,000 depending on the portfolio chosen. Fees are structured based on assets under management, starting at 1.00% for the first $500,000 and decreasing for higher asset levels. Ohana Wealth and Life Planning emphasizes long-term investment strategies, with a focus on continuous monitoring and making trades based on clients' financial situations, objectives, and risk tolerance. The firm's investment strategies include long-term purchases, short-term purchases, and frequent trading. They utilize fundamental, technical, and cyclical methods of analysis to formulate investment advice. Clients receive quarterly performance reports and are encouraged to compare them with account statements from qualified custodians. Ohana Wealth and Life Planning has established a Code of Ethics to ensure compliance with fiduciary duties and maintains a policy to prevent conflicts of interest in personal securities transactions. The firm does not vote proxies on behalf of clients and may compensate solicitors for client referrals.