Our People

Hana Shizuoka Trading exists to help people achieve better financial outcomes for themselves and their families

We offer investors a contemporary, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.

WHO WE SERVE

Our belief in the power of investing is a perspective that’s influenced our company from the beginning and creates a powerful bond between us and the investors, employers, and advisors we serve.

  • Private Clients
  • Corporate Clients
  • Institutional Investors

OUR BUSINESSES

Hana Shizuoka Trading provides financial services to our clients through two segments – Investor Services and Advisor Services:

Investor Services provides a modern, full-service brokerage platform that serves millions of individual investors who invest on their own.

Advisor Services provides trading, custody, technology, practice management, and other support services

Both of these segments offer Hana Shizuoka Trading wide range of financial products and services, as well as an extensive selection of third party products. Both segments also offer advice solutions, including separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management.

SERVICE IS THE HEART OF WHO WE ARE

We always try to look at the world through our clients’ eyes because we believe our business should be about service, not sales.  In fact, if for any reason clients aren’t happy with the service they get, we’ll refund the appropriate fees and work to make things right.

SEEING THE WORLD “THROUGH CLIENTS’ EYES” HAS SHAPED OUR TRAJECTORY

Putting clients at the heart of the experience has enabled us to create products, services and platforms that have shaped our industry and helped clients meet their financial goals.