Molokai Investments is a registered investment advisor founded in 2024 and owned by Chartered Financial Analyst Matthew Sweeney. The firm provides customized investment management, wealth management, financial planning, individual consultations, and business consulting for individuals, high-net-worth clients, trusts, estates, and businesses. Molokai Investments utilizes a fundamental, long-term investment approach focused on preserving and growing purchasing power through equities, fixed income, exchange-traded funds, mutual funds, and alternative assets. Comprehensive wealth management combines ongoing portfolio supervision with holistic planning covering retirement, taxes, estate planning, and risk management. For small- and medium-sized businesses, Molokai Investments offers bookkeeping, internal valuations, and operational consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable based on account size and asset complexity. For accounts over $1,000,000, comprehensive financial planning is generally included.