Kobo Wealth provides prudent, conflict-free investment advice and management for individuals and qualified retirement plans.
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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. Tran is an Investment Advisor Representative (IAR) of Kobo Wealth Conservancy, LLC. Mr. Tran was born and raised on O’ahu and earned his B.B.A in Finance at the University of Hawai’i at Mānoa in 2018. While pursuing his B.B.A, Mr. Tran was a student of the AKAMAI Finance Academy, a non-profit organization providing an intensive financial training program designed to teach and apply Wall Street investment methods through corporate finance education and modeling. He then joined Kobo Wealth Conservancy as a junior analyst in 2017 and became an Investment Advisor Representative in 2019.
Kobo Wealth provides numerous wealth management and investment advisory services including
Constructing and managing globally diversified investment portfolios
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.
841 Bishop Street, Suite 1620
Honolulu, HI 96813
Office: (808) 546-1001
Kobo Wealth Conservancy, LLC (Kobo) is a registered investment adviser located in Honolulu, Hawaii. Kobo may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Kobo’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Kobo’s web site on the Internet should not be construed by any consumer and/or prospective client as Kobo’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Kobo with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Kobo, please contact the state securities regulators for those states in which Kobo maintains a registration filing. A copy of Kobo’s current written disclosure statement discussing Kobo’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Kobo upon written request. Kobo does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Kobo’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.