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

We provide to individuals and organizations:

private wealth management
employer sponsered retirement plan analysis, management, and creation
financial analysis of business projects
financial plans
investment portfolio management

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.

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 our clients’ dreams and needs. Our goal is to enable our clients to enjoy the fruits of their labor throughout their lives and beyond.

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.

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 .^®

406 Broadway, #318E

Santa Monica, CA 90401-2314

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

Invest@HeeNaluInvesting.com