Mok Capital Management

Mok Capital Management offers financial planning and investment advice to individuals, trusts, charities, pension plans, and businesses. They help clients with milestones like home purchases and retirement, special needs, estate planning, charitable goals, tax planning, and insurance. They create financial plans and portfolios based on client goals and risk tolerance, typically using individual stocks, bonds, and exchange-traded funds. Portfolios are reviewed quarterly and rebalanced as needed. The firm generally follows a value-based investing model.