Personalized. Wealth. Management.
Client Directed Strategic
With headquarters on Oahu and expanded locations in Maui and California, Bonnie Rice and her team have been trusted wealth advisors for individuals and families, foundations and endowments for over 30 years.
Today, The Rice Partnership continues to offer a very personal and responsive approach to wealth management. We pride ourselves on taking the time to understand our clients’ needs and priorities, aligning assets and investments to meet tax, trust, estate, philanthropic and family office objectives.
Simply put, our goals are to grow assets and provide exceptional peace of mind. In many cases, we also provide a roadmap for those who want to generate a family legacy, which could extend over multiple generations.
“Without your health, your money is worthless.” – Suze Orman Fourth Quarter Summary Global financial markets generally rose in the fourth quarter, but still ended 2022 with steep losses. Equities rose nicely in October and November, buoyed by better-than-feared...
The Rice Partnership Market Update December 2022: Fixed Income Outlook The Rice Partnership's Chief Investment Officer, Orest Saikevych, discusses the outlook for fixed income in 2023 and what we are doing in client portfolio to take advantage of increasing rates.
“The dollar is our currency, but it’s your problem.” -- John Connally, U.S. Treasury Secretary, 1971-1972 Third Quarter Recap Financial markets fell broadly after a roller-coaster summer. Equities rose sharply for the first several weeks of the quarter, but swooned...
“Investment is a dynamic and ongoing process. We provide a strategic, integrated blueprint, then use the full resources of the firm to grow and protect assets.”
1099 Alakea Street, Suite 2510
Honolulu, HI 96813
444 Hana Highway, Suite 203
Kahului, HI 96732
1304 Santa Rosa St
San Luis Obispo, CA 93401