The Asset Management Group of Bank of Hawaii (AMG) is a department of Bank of Hawaii, a corporation founded in 1897 and registered as an investment adviser with the SEC since April 16, 2001. AMG offers investment advisory services on a discretionary basis to registered investment companies and institutional clients, primarily governmental entities or quasi-governmental agencies with accounts funded by municipal bond proceeds. The firm manages assets totaling $689,026,000 in registered investment companies and $426,025,000 in institutional client accounts as of December 31, 2024. Fees are charged based on the investment strategy, with a minimum annual fee of $10,000 for fixed income portfolios and $5,000 for money-market fund portfolios. AMG does not charge performance-based fees. The firm's investment strategy focuses on capital preservation and low volatility through conservative asset pairing and buy-and-hold strategies. AMG employees are prohibited from trading securities based on material non-public information. The firm does not receive soft dollar benefits and does not engage in principal transactions with clients. Clients may select Bank of Hawaii or another custodian, and AMG has investment discretion over client accounts, implementing changes within ten days of receiving revised instructions. AMG may vote proxies on behalf of clients based on ISS guidelines, prioritizing clients' best interests in case of conflicts.

CKW Financial Group, LLC offers the CKW Financial Group Wrap Fee Program, a fee-only investment advisory program allowing individuals, trusts, estates, charitable organizations, and business entities to trade in various securities without separate brokerage commissions. Clients must complete a client profile, sign an investment advisory wrap fee agreement, and open a securities brokerage account with a designated broker-dealer. The Program Fee ranges from 0.06% to 1.50% of assets managed, payable quarterly based on the previous quarter's market value. Clients can make additions or withdrawals, subject to CKW's discretion. The firm may charge a lesser fee based on specific criteria. There is no minimum account size requirement, and the program is open to various client types. CKW acts as the portfolio manager, with discretionary authority over client accounts. Clients receive regular account statements and can contact CKW without restrictions. The firm's management team has extensive financial experience and required licenses. CKW's executives include Carl E. Choy, Lynne R. Kinney, and Ronald "Buzz" Wo, each with a background in reputable financial institutions.

Trinity Fund Advisors LLC is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $609,870,822 of assets under management and employs about 31 people. Trinity Fund Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

Blacksand Capital, LLC is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $499,614,568 of assets under management and employs about 7 people. Blacksand Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

The Rice Partnership, LLC is a Registered Investment Advisor Firm established in July 2005, with its main office in Honolulu, Hawaii. The firm offers a range of investment advisory services tailored to clients' objectives, including investment strategies, financial planning, estate planning, and ongoing portfolio monitoring. The firm acts as a fiduciary, always prioritizing clients' best interests. Clients have the option of granting discretionary authority for transactions, allowing the firm to act on their behalf without prior approval. The firm does not participate in a wrap fee program and has assets under management totaling $785,826,384 as of December 31, 2024. There is no minimum account size, but the firm may decline clients with smaller portfolios. Fee structures are tiered based on assets under management, with annual fees ranging from 0.60% to 1.00%. The firm's investment strategies include core equity, active fixed income management, international ETF portfolios, and ESG investing. The Rice Partnership, LLC discloses potential conflicts of interest related to client referrals and compensation from third parties. Clients receive regular account reviews and reports, and the firm undergoes annual surprise custody audits to ensure compliance with regulations. The firm emphasizes transparency and compliance with fiduciary responsibilities.

Regency Capital Management Inc. is an investment adviser with locations in Honolulu, Hawaii, and Bainbridge Island, Washington, established on January 4, 2021. The firm offers discretionary investment management services to various clients, including high net worth individuals, trusts, and institutional clients, managing funds on a separate account basis. Clients are typically required to have $1 million or more to invest, with fees ranging from 0.20% to 1.00% based on the assets under management. The firm provides model portfolio strategies and ETF portfolios, with a focus on asset allocation and risk management. Additionally, Regency Capital Management serves as the investment manager for Regency Capital Management Fund L.P., a private investment fund. The firm's investment strategies involve fundamental and quantitative analysis, with a strong emphasis on risk management and client customization. Clients are advised on various security types, including stocks, ETFs, government securities, and mutual funds. The firm operates as a fiduciary, acting in the best interests of its clients, and does not engage in soft dollar transactions. Clients have the option to choose their brokers or custodians, with the firm recommending Charles Schwab & Co. for trading. Regency Capital Management does not vote on behalf of clients' securities and does not have custody of client assets except under specific circumstances.

Bishop Street Capital Management is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $227,476,598 of assets under management and employs about 12 people. Bishop Street Capital Management uses a fee structure of and a percentage of assets under your management.

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.

Shiraishi Financial Group Advisors, established in July 2013, offers a range of investment advisory services, including financial planning, consultations, portfolio management, and retirement plan services. The firm's owner, Herbert Shiraishi, ensures that Investment Advisor Representatives (IARs) provide qualified advisory services. Financial planning services cover areas such as retirement, tax, and estate planning, while consultation services focus on individual financial needs. Portfolio management services utilize a tactical asset allocation approach to tailor investment advice to clients' risk tolerance and financial goals. The firm offers various investment models, including Active, Seasonal, and Sector models, each with specific strategies and risk profiles. Clients are not required to have a minimum account size, but it is generally recommended to have at least $50,000 for proper diversification. Fees for financial planning and consultation services range from $500 to $10,000, while portfolio management fees are tiered based on assets under management. SFGA does not charge performance-based fees and acts in a fiduciary capacity, putting clients' interests first. The firm does not vote on client securities and does not provide legal or tax advice. SFGA does not have any disciplinary events and maintains a Code of Ethics to ensure ethical conduct. Clients have the option to implement recommendations through SFGA or independently. The firm does not accept custody of client funds and utilizes IFG/Pershing and AAS for brokerage and custodial services.