Advisor at Haleakala Investment Advisors
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Firm
Haleakala Investment Advisors
Location
Los Angeles, CA
Credentials
Series 63
Industry experience
13 years
Mark Gilreath is the sole advisor at Haleakala Investment Advisors in Los Angeles, CA, with 13 years of industry experience. He holds a Series 63 designation and has been with Haleakala Investment Advisors since 2003. Haleakala Investment Advisors is an independent, single-advisor firm specializing in arbitrage consulting for qualified, accredited, and institutional clients through direct stock purchase and dividend reinvestment plans. The firm operates on a non-discretionary, transaction-by-transaction basis and uses technical, fundamental, and cyclical analysis to identify issuer waiver opportunities and capture discounted purchase windows, with compensation based on performance fees rather than traditional asset-based fees.
Up to 20% of net profits on arbitrage transactions with a high water mark; performance fees charged only to Qualified Clients
Account minimum: $1,000,000 Minimum fee: Retainer not exceeding $500 when services cannot be rendered within 6 months
Los Angeles, CA
California
Haleakala Investment Advisors
2003 - Present (23 years)
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Otium Advisory Group, LLC
I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
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