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Approach your
financial freedom

Clients get the best of both an investment firm and hedge fund – service and investments that are personalized, performance-oriented, and protected by fiduciary responsibilities.

Approach your

financial freedom

At Neokai Capital, we believe financial wellness is rooted in a detailed approach that aligns with your risk tolerance, life priorities, and long-term goals.

It is our fiduciary responsibility to prioritize your investment goals. Our philosophy is built on trust, transparency, and thoughtful planning.

Operating Strategy

Financial Education 

We educate clients on general best practices and help clients reframe their approach to their personal finances and long-term goals.

Financial Education 

We educate clients on general best practices and help clients reframe their approach to their personal finances and long-term goals.

Financial Education 

We educate clients on general best practices and help clients reframe their approach to their personal finances and long-term goals.

Our Operating Philosophy

Fiduciary Core

Our core value is fiduciary responsibility to our clients. Neokai Capital operates independently from other financial institutions; we do not constrain clients to set investments, we do not sell financial products, and we do not pass through funds to sub advisors or active managers.

We operate solely in accordance with our client's best interests.

Evidenced-Based Investing

Our investment strategies are backed by decades of academic research and real-life trading experience:
 

  • Asset Allocation: Diversify across assets classes to optimize returns and reduce risk
     

  • Efficient Cost: We prioritize low-cost and tax-efficient investment vehicles in our portfolios
     

  • Risk Management: Our personalized approach in portfolio management considers your risk tolerance while proactively adjusting for anticipated changes in markets.

Client-Centric

Fiduciary Core
Evidenced-Based Investing
Client-Centric

Our core value is fiduciary responsibility to our clients. Neokai Capital operates independently from other financial institutions; we do not constrain clients to set investments, we do not sell financial products, and we do not pass through funds to sub advisors or active managers.We operate solely in accordance with our client's best interests.

Our investment strategies are backed by decades of academic research and real-life trading experience:
 

  • Asset Allocation: Diversify across assets classes to optimize returns and reduce risk
     

  • Efficient Cost: We prioritize low-cost and tax-efficient investment vehicles in our portfolios
     

  • Risk Management: Our personalized approach in portfolio management considers your risk tolerance while proactively adjusting for anticipated changes in markets.


     

Our services are centered around providing the highest quality of care for our clients. We start by identifying client needs and goals in both the short and long term. Clients then collaborate with their chosen Investment Adviser Representative to create a personalized financial plan. Moving forward, we exceed industry standards for time spent with each client. Adjustments to the financial plan are accomplished with full transparency and client understanding.   Our clients receive reliable, dedicated, and personal service.

Our services are centered around providing the highest quality of care for our clients. We start by identifying client needs and goals in both the short and long term. Clients then collaborate with their chosen Investment Adviser Representative to create a personalized financial plan. Moving forward, we exceed industry standards for time spent with each client. Adjustments to the financial plan are accomplished with full transparency and client understanding.  
 
Our clients receive reliable, dedicated, and personal service.

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