General Info

Okabena Partnership, founded in 1969, generates investment performance, supported by client service, so investors can achieve financial success. The company does this by pooling assets to reduce fees and to provide broad diversification and access to money managers and unique asset classes from which the largest foundations and endowments benefit. Okabena sets realistic and achievable investment goals for its clients. It focuses on the proper investment time horizons and takes advantage of diversification.