Mahalo Advisory Services, LLC

Overview

Mahalo Advisory Services, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily as a non-discretionary adviser, providing advice and model guidance while clients retain trading authority. Fee arrangements are flexible — the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements, consistent with serving clients who want project-based planning as well as ongoing investment advice. Investment activity is heavily oriented toward publicly traded equities, with a clear preference for exchange-traded instruments. The firm also incorporates a limited set of alternative exposures — specifically real estate, commodities and oil & gas — and uses third-party managers or vehicles to access those markets. Given an insurance-company affiliation, Mahalo Advisory Services frequently uses annuities alongside mutual funds when appropriate for client objectives such as guaranteed income or tax-advantaged solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices