Embrace a deliberate investment solution
Our experienced team of financial professionals will help you realize your financial goals.
Deliberate investing. Intentional value.
Orange Investment Advisors embraces deliberate simplicity in our investment portfolios, and our research and analysis is methodical to provide intentional value. We pride ourselves on offering each of our clients an investment process that is clear and simple—but also robust. This efficient process is designed to anticipate and effectively manage a wide range of risks.
Individual Clients
We are committed to fostering deep, robust, personal relationships and customized portfolio solutions.
Institutions
Orange Investment Advisors has over 25 years of experience implementing investment portfolios for institutional clients.
Businesses
CHANGE. Trust services are offered by our affiliate Orange Bank and Trust Company.
Assets Under Management
+1.3 billion
Year Founded
1995
Professionals
20
Years of Experience
25+
Tenure at Orange Investment Advisors
8 years
Who we serve
We're your local investment manager, proudly serving Hudson Valley individuals, families, businesses, and institutions. Our clients may call this region home, but their influence reaches far beyond our borders, many of which have national or international footprints. Just like the businesses we invest in. Local expertise, global opportunities.
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More than 50 institutional clients, both philanthropic and private
More than 50 institutional clients, both philanthropic and private
- Charitable Organizations
- Foundations & Endowments
- Corporations
- Executives
- Small Business Owners
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Approximately 650 High Net Worth individuals & families with a diverse set of investment goals
Approximately 650 High Net Worth individuals & families with a diverse set of investment goals
- Retirement
- Education
- Savings
- Trust
- Estate Planning
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Asset Allocation
Asset Allocation
Is a strategy we use that is designed to deliver returns matching a client’s unique definition of risk. Our process is based on a talent for identifying investment opportunities and an informed respect for historical returns and volatility patterns of particular asset classes.
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Constructing the Optimal Portfolio
Constructing the Optimal Portfolio
We build a diversified portfolio of individual securities using three main asset classes. Equities, Fixed Income, and Mutual Funds.
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Rebalancing Portfolio
Rebalancing Portfolio
Clients needs are addressed consistently to determine any change in financial goals and objectives as well as changes in our market forecast.
Welcome to a family of resources
We understand that achieving your financial goals often requires a multifaceted approach. That's why we've established a valuable relationship with our affiliate, Orange Bank & Trust Company, to provide you with a comprehensive suite of Investment, Wealth Management and Trust Services.
Private Banking, Trusts, Investing, and Concierge Services.
Learn More Private Banking, Trusts, Investing, and Concierge Services.
Commercial Lending, Business Banking, and Wealth Management Services.
Learn More Commercial Lending, Business Banking, and Wealth Management Services.