Akin Investments, L.L.C.

The firm provides investment advisory and financial planning services primarily to institutional clients — including pension and employee benefit plans, corporations, and foundations — and also works with select individual, trust, and IRA accounts. Services include investment counsel, development of written investment policies, and implementation recommendations; the firm does not take custody of client funds.

Advice is delivered on a non‑discretionary, fee‑for‑service basis and emphasizes asset allocation, fundamental and technical analysis, and mutual fund/ETF selection, with portfolio reviews at least quarterly and financial plans typically updated semiannually. Compensation is fee‑based: the firm commonly uses percentage‑of‑assets arrangements for asset management and, unusually for peers, also charges hourly and fixed‑fee project fees for limited‑scope planning and consulting engagements.

Distinctive features include an explicit focus on pension consulting for employee benefit and pension plans and routine use of hourly billing for limited engagements, both of which are uncommon among investment managers. The firm reports no regulatory assets under management, operates without custody or discretionary authority, and highlights the principal’s long securities‑industry experience and atypical maritime background as part of its advisory perspective.