Robert Priske, LLC

Robert Priske, LLC is a fee-only investment advisory firm established in Honolulu since 1987. The firm primarily serves business and healthcare professionals, offering investment supervisory services, financial planning, and pension advice based on client discussions regarding investment objectives, comfort level, and risk tolerance. Robert Priske, LLC has Assets Under Management (AUM) of $129,600,000 as of December 31, 2022, exceeding state registration requirements. The firm charges a quarterly fee based on the account balance, with fees billed in arrears and deducted electronically. Clients may incur brokerage and transaction costs. The minimum account size is generally $500,000, and the firm does not charge performance-based fees. Investment strategies include long-term and short-term purchases, short sales, margin transactions, and options. The firm uses fundamental, technical, and cyclical analysis for investment selection, with portfolios including equities, ETFs, REITs, foreign issues, and more. Clients have limited investment discretion, and the firm may vote on client securities if granted proxy voting authority. Robert Priske, LLC does not have any disciplinary events, and clients receive regular account reviews and performance reports. The firm recommends Charles Schwab & Co. Inc. as the custodian for client assets and employs cybersecurity measures for client data protection. Clients have access to detailed account statements and reports, and the firm does not have a referral program or pay for referrals.