Kobo Wealth provides prudent, conflict-free investment advice and management for individuals and qualified retirement plans.
Kobo Wealth is an independent SEC- registered investment advisory firm based in Honolulu, Hawaii. Our job is to construct and manage globally diversified investment portfolios for our clientele that includes: trusts, individuals, corporations and qualified retirement plans.
Co-Founder and Director of Kobo Wealth
Prior to founding Kobo, Mr. Borden was the lead Tax- Exempt Bond Portfolio Manager at Bishop Street Capital Management, a subsidiary of First Hawaiian Bank. There he was responsible for portfolio management and trading of approximately $450 million in tax- exempt assets. Under Mr. Borden’s management, the Bishop Street Hawaii Municipal Bond Fund received the Lipper award for highest total return in its class for 2001, 2002, and 2004 and maintained a 4 and 5 star Morningstar rating during his tenure.
Mr. Borden spent much of his time advising Private Banking clientele on cash management, constructing bond portfolios to minimize tax liabilities, and other investment matters. Raised in the Chicago area, Mr. Borden earned his M.B.A. in Finance at American University in Washington, D.C., and his B.A. in History from the University of Colorado at Boulder. He served as a Peace Corps volunteer in Nicaragua and later worked on classified international projects as an analyst with the Rendon Group in Washington. Mr. Borden serves on the board of directors of Family Hui Hawaii. He was selected as one of the top forty professionals under 40 in Hawaii for 2010 by Pacific Business News.
Kobo Wealth provides numerous wealth management and investment advisory services including
Constructing and managing globally diversified investment portfolios
Individual fixed income management
Alternative investment manager due diligence and selection
Customized asset allocation modeling
3(38) investment management for qualified retirement plans
No two clients are the same and therefore no two investment solutions will ever be the same. Kobo Wealth’s independence provides our investment advisers access to institutional level products and services that are the building blocks of our clients’ portfolios.
119 Merchant Street, Suite 610
Honolulu, HI 96813
Office: (808) 546-1001