Bank of Hawaii has been providing investment services to local communities since 1897. As the leading financial institution in Hawaii, it offers a full range of investment solutions to meet diverse customer needs. With experienced advisors and convenient access, Bank of Hawaii aims to help clients achieve long-term growth and financial security. In this article, we will explore the comprehensive investment services offered by Bank of Hawaii, including brokerage, advisory, banking and trust services. Understanding the capabilities of this established institution can help investors on the islands make informed decisions.
Full-Service Brokerage for Trading and Investing
Bank of Hawaii operates a full-service brokerage that provides the tools and guidance for building investment portfolios. Clients can invest in stocks, bonds, mutual funds, ETFs and other securities through a single account. Professional brokers are available to execute trades based on investor objectives. The brokerage platform also includes research and analysis on markets and securities for informed decision-making. With integrated banking services, clients can seamlessly transfer funds between accounts. The convenience of managing investments alongside banking under one roof makes Bank of Hawaii an attractive choice.
Advisory Solutions for Personalized Guidance
For investors seeking ongoing advice, Bank of Hawaii offers personalized investment advisory services. Dedicated financial advisors get to know each client’s risk tolerance, time horizon and goals. They then develop customized portfolios and provide continuous monitoring and rebalancing. Advisory programs are tailored to different account sizes and investment preferences. Options include fee-based advisors as well as robo-advisors for automated guidance. With transparent fees and a fiduciary duty to clients, advisors deliver professional management for greater confidence and success.
Banking and Lending for Financial Needs
In addition to investment services, Bank of Hawaii provides full banking capabilities including checking and savings accounts, lending, and more. Convenient access to banking services enables clients to seamlessly manage daily finances and long-term wealth management under one institution. Bank of Hawaii offers competitive rates on deposits and loans. And as a stable local bank, it understands the Hawaii real estate market for mortgage lending. Integrated banking services create a smoother financial experience.
Trust and Estate Services for Legacy Planning
For advanced wealth management, Bank of Hawaii offers trust and estate services. Experienced trust officers administer customized trusts based on client wishes. Trust services provide control over assets while avoiding probate. They also manage wealth across generations through careful distribution. For estate planning, Bank of Hawaii helps develop strategies to transfer assets tax-efficiently. With over a century of experience in Hawaii, their trust and estate services are supported by deep local knowledge.
In summary, Bank of Hawaii provides comprehensive investment services including brokerage trading, advisory solutions, integrated banking, and trust services. With knowledgeable experts and tailored offerings for Hawaii residents, it is a trusted provider for managing wealth and meeting financial goals.