Our Firm

Committed to navigating clients in today’s complex environment.

  • Our mission

    Our mission

    At Orange Investment Advisors, we are driven by a core belief in the power of deliberate investments to secure your financial future. With our investment-led approach, we prioritize building and managing portfolios that align with your unique goals and risk tolerance, delivering the potential for long-term growth.

    Our commitment doesn’t stop there; our own skill set and a network of affiliations allows us to provide comprehensive wealth management services that extend beyond investments. Estate planning, insurance, private banking and trusts can all help to provide you with a holistic financial strategy to safeguard your legacy and well-being.

  • Deliberate investing. Intentional value.

    Deliberate investing. Intentional value.

    We approach everything we do with intent:

    • We do what matters.
    • We embrace deliberate simplicity.
    • We connect, consult and customize.
  • Proudly serving the Hudson Valley

    Proudly serving the Hudson Valley

    We’re your local investment manager, proudly serving Hudson Valley individuals, 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.

    At Orange Investment Advisors, we offer a personal, highly consultative approach. Plus, our partnership with Orange Bank & Trust means you also get access to a wealth of additional resources. Local expertise, global opportunities.

  • Certifications

    Certifications

    Our team includes FINRA licensed professionals, Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA), Certified Investment Management Analysts (CIMA®) and Chartered Alternative Investment Analysts (CAIA). This ensures that your investments are in the hands of knowledgeable, accredited advisors.