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.
Investment Advisor Representative
Mr. Connell is an Investment Advisor Representative (IAR) of Kobo Wealth Conservancy, LLC and a member of its investment committee. Mr. Connell is also the founder of Diamond Head Financial Advisors. Prior to founding Diamond Head Financial in 2009, Mr. Connell worked as a partner with the Capital Group Companies until 2007. He joined Capital in 1994, relocated to Japan in 1996, and managed up to $5 billion investing in the global electronics industry from Japan where he gained a reputation as a semiconductor industry expert. Mr. Connell was the top-ranked analyst at Capital in 1999. In 2006 he was distinguished for having outperformed one of his benchmark indexes for five years in a row. Mr. Connell’s biggest investment success at Capital was a 20-fold profit from the company’s $1 billion investment in Samsung Electronics in 1998.
In 1983, Mr. Connell began his career in GE’s Financial Management Training Program at GE Aircraft Engines in Cincinnati, which he completed in 1986. Upon completion, he become the Operations Finance Manager at GE’s Aircraft Engine overhaul facility in Ontario, California. In 1988, Mr. Connell was a Finance Manager for GE’s Business Development operation in Hong Kong. Subsequently, he worked in London at GE’s European headquarters as a Finance Manager for the GE-Tungsram joint venture. Mr. Connell holds an MBA from the London Business School (1994) and a BA degree in Government from Harvard University (1981).
Investment Advisor Representative
Greg Van Wyk
Mr. Van Wyk is an Investment Advisor Representative (IAR) of Kobo Wealth Conservancy, LLC. Mr. Van Wyk is also the founder and manager of Daniel Investment Associates, LLC (DIA). DIA is a Registered Investment Advisory firm based in Santa Barbara, California. Prior to starting DIA, Mr. Van Wyk spent 7 years with Manchester Capital Management, LLC as the senior portfolio manager for West Coast based clientele. Manchester Capital Management is a multi-family office with assets under management in excess of $3 billion. Mr. Van Wyk has invested on behalf of high net worth families, individuals and foundations since 2002 with a focus on non-traditional assets.
Mr. Van Wyk obtained his Bachelor of Arts degree at University of California at Santa Barbara in Business Economics with an emphasis in Accounting in 1997. He is a certified public accountant and a registered fiduciary.
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