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Cris Borden, CIO of Kobo Wealth, has been selected to Pacific Business News' Forty Under 40 Class of 2010

Pacific Business News - June 14, 2010
 
Business News FORTY UNDER 40 awards program on Thursday, June 17 at 6 p.m. at the Hawaii Convention Center. PBN and our event sponsors will honor 40 of Hawaii's best and brightest young businessmen and businesswomen.
CONGRATULATIONS TO PBN's FORTY UNDER 40 CLASS OF 2010 !

 

  

 How to Pick a Financial Adviser

Hawaii Business Magazine - March 1, 2010
 
You can thank Bernie Madoff for one thing:  his widely publicized crimes demonstrated how important it is to choose your financial adviser carefully.  Picking the right person takes research, and lots of questions and legwork, but consider the potential payoffs of making the best choice: Your children attend the college of their choice and graduate debt-free, and you get to retire at age 65 or younger with enough money to finally see Paris in the spring.

Click here to read the full article

  

  

Can People with Kids Afford to Retire?

November 1, 2009
 
The past two years have been anything but easy for most families in Hawaii. 
Many jobs were lost and personal savings and the need to tap into retirement
nest eggs to replace lost wages.

Click here to read Page 1
Click here to read Page 2

  

 

What's Wrong with 401k & How to Fix It

August 1, 2009
 
The Kobo family encompasses the following: Kobo Wealth Conservancy, LLC
is an independent investment advisory firm catering to high net worth
individuals, institutions and 401k retirement plans. Kobo Family Office llc
supports a limited number of individuals and families guiding them through
estate planning, lifestyle management and investment portfolios in a very
secure and confidential environment. Kobo maintains its commitment to
Hawaii through its involvement in the Hawaii Prosperity Plan (HIPP).
Kobo Wealth Conservancy LLC is registered with the Securities & Exchange
Commission under the Investment Advisers Act of 1940.

Click here to read the full report.

  

  

Follow 5 simple steps to keep your 401(k) plan safe and well

Pacific Business News - August 19, 2008

Pacific Business News publishes at Kobo Wealth report on 401(k) plan in Hawaii. 

Click here to read the full report.


 

Hawaii 401(k)s worth more than $10.6B

Pacific Business News - August 1, 2008

Kobo Wealth is featured in an article published by Pacific Business News about hidden fees in 401(k) plans.

Click here to read the full feature.

 

KHON Channel 2

July 17, 2008
Cris Borden, CIO, Kobo Wealth, and Matthew Hutcheson, Independent Fiduciary and U.S. Congressional Expert on 401(k) matters, were interviewed by Kirk Matthews on Honolulu's KHON2 morning news program. The discussion centered around ways to help individuals save for retirement and issues related to hidden and excessive fees charged to and taken from 401(k) accounts. The interview will be posted shortly.

  

  

Endorsed By 401K Expert Matthew D. Hutcheson

April 28, 2008
Kobo Wealth is proud to announce that it has received an endorsement of its 401(k) investment services from Matthew D. Hutcheson, U.S. Congressional Expert on 401(k) Matters. According to Mr. Hutcheson, Kobo is one of a select number of 401(k) investment providers that embraces a "participant first" approach to delivering 401(k) investment services.

Click here to read the full endorsement.

Contact Info

Honolulu Office
info@kobowealth.com
(808) 546-1001
(808) 356-0286

Stangenwald Building
119 Merchant Street
Suite 610
Honolulu, HI 96813

Chicago Office
(847) 430-3601
(773) 439-2909

8770 W. Bryn Mawr
Suite 1400
Chicago, IL 60631