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He'e Nalu Investing,Inc.®

 A Registered Investment Advisory Firm


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He'e Nalu Investing, Inc. is an independent Registered Investment Advisory firm, based in Southern California and serving clients throughout the United States.

We provide to individuals and organizations:

  • financial plans

  • investment portfolio management
  • individual retirement accounts (IRAs) and rollovers
  • private wealth management
  • financial analysis of business projects
  • employer sponsored retirement plan analysis, management, and implementation

What is best for our clients?

Our clients' interests always come first. Our focus is helping our clients achieve their financial goals. Our first responsibility is to hear and understand your dreams and needs. Our goal is to enable our clients to enjoy the fruits of their labor throughout their lives and beyond.

We provide our clients with portfolios customized to their tolerance for risk. These portfolios are designed to achieve the client's life goals.

We strive for steadfast, long-term relationships based on mutual trust and integrity. We sustain our relationships through appropriate actions and clear communications. We work on a fee basis and structure our compensation to align with our clients’ financial success.

We employ proven investment disciplines to outperform relevant benchmarks. These disciplines are constantly reviewed and improved to be more effective in the ever changing, increasingly complex financial markets.

Invest with the best, you will be ahead of the rest!



H e ' e    N a l u   I n v e s t i n g , I n c .®

3275 Old Conejo Rd.

Thousand Oaks, CA  91320

Phone: (213) 220-0141   Fax: (866) 419-0619


© He'e Nalu Investing, Inc.  All rights reserved.