Nagaharu Global, an independent investment management firm that manages portfolios across a range of small, mid and large-cap Asia Pacific equity strategies on behalf of institutional clients and individually and wholesale clients globally, today announced that its Wealth Management clients who receive advice from financial advisors will continue to have choice in how they pay for retirement accounts covered by the new fiduciary rules – either commissions for transactions, or a fee based on the value of account assets.
“Nagaharu Global’s core values of putting clients first and doing the right thing are behind our plan for implementing the upcoming fiduciary rules for retirement accounts. Client needs vary by their individual situations, and they tell us they want choice in how they pay for services. We believe our advisors can most effectively uphold a fiduciary standard of care and work in clients’ best interests by continuing to offer choice,” said Tamio Sakurai, Managing Director and Portfolio Fund Manager.
Nagaharu Global clients who prefer transaction-based pricing will continue to have access to retirement brokerage accounts and receive advice that complies with the fiduciary rules. These accounts will offer a broad product suite including mutual funds and exchange traded products (such as ETFs) amongst other products.
“We believe we have the best and most professional advisors in the industry. Delivering a retirement account platform based on fiduciary principles that provides the widest possible capabilities and preserves client choice is our vote of confidence in our advisors’ continuing commitment to placing client interests first,” Mr. Sakurai continued.
Nagaharu Global Wealth Management division provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

About Nagaharu Global

Nagaharu Global is an independent investment management firm. The company manages portfolios across a range of small, mid and large-cap Asia Pacific equity strategies of institutional clients and individually and wholesale clients globally. The team focuses on fundamental analysis to construct high-conviction portfolios using a bottom-up approach. There is a strong emphasis on high quality proprietary research, with more than a thousand direct company meetings conducted a year. Through these meetings, our objective is to find quality companies with strong franchises and proven management – companies that can be held for many years – while ignoring any short-term market ‘noise’.