Our Approach
Colin and Carlton believe that making life in Hawaii more affordable requires genuine engagement as an investor. They help clients stay informed about market conditions and investment opportunities, prioritize liquidity, and monitor their account status by providing full transparency and a partnership in investment management.
Colin and Carlton's practice is built almost entirely on referrals from existing clients and trusted professionals such as accountants and attorneys. Every new relationship begins with a discovery conversation to learn about a client's investment goals, risk tolerance, experience level, and personal financial needs. Colin and Carlton offer clients a personalized portfolio proposal to support their unique goals. They offer account updates on at least a quarterly basis, or more frequently if market circumstances warrant.
Areas of Focus
- Helping clients develop financial plans in a high-cost-of-living area.
- Retirement plan design and implementation for individuals and small-to-medium-sized businesses.
- Covered call-writing strategies designed to help generate portfolio income and cash flow.
- Objective, client-first advice with no sales pressure.
*Options are not suitable for all investors and involve risks that may not be appropriate for every investment objective, financial situation, or level of experience. Past performance of any strategy is not indicative of future results. Options risk disclosure document can be accessed at Characteristics and Risks of Standardized Options.