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Professionally Managed IRAs

Professional expertise for managing your retirement assets.

Contact usCall (808) 694-4444 or (800) 272-7262.
Private Banking Office Locations

Your Rollover IRA can be administered by some of the most experienced investment and portfolio managers in Hawaii. In addition, your Wealth Advisor will help guide you every step of the way by ensuring a smooth transition of your assets, working with you to incorporate them into your overall estate planning and help you plan your retirement distributions. 

Features and Benefits:

  • Retirement planning 
  • Investments grow on a tax-advantaged basis
  • Can be held in any combination of the IRAs offered by Bank of Hawaii

What types of Professionally Managed IRAs are available?

  • Rollover IRAs including Traditional, SEP, and Roth IRAs

Investment Account options:

  • Individually Managed Portfolios - Our professional investment managers can help you determine your investment objectives and customize a portfolio of individual securities to meet those objectives

    Requirements and Other Restrictions:

    • Minimum of $1,000,000 for Individually Managed Portfolio account
    • Minimum of $150,000 if other Non-IRA accounts in relationship total $850,000
    Mutual Funds and Non-Banking Investments:
    • Are not FDIC Insured • May Lose Value • Have No Bank Guarantee