We build sound investment portfolios on the pillars of research, strategy, and execution. Our robust research capabilities fuel our disciplined Portfolio Management Process, defining our strategic approach.

We believe that quality execution is essential for success, and our team-oriented approach ensures timely, accurate, and responsive services. Our competitive edge also lies in leveraging cutting-edge technologies while maintaining the flexibility to deliver tailored solutions, complemented by a direct point of contact for prompt client support.

Orange Investment Advisors is composed of 20 investment and operational professionals with over 19 years of experience and an average tenure of 10 years at the firm.

Supporting our clients is the heart of the Orange Investment Advisors experience. Our experienced support staff handles all aspects of the client experience, from transferring in assets to creating custom reporting for board meetings or regulatory reporting.

With a team-oriented approach, you’ll always have a dedicated point of contact for swift client support.

Portfolio Attribution: Tools for monitoring and evaluating investment performance components.
Portfolio Rebalancing: Strategic and tactical rebalancing to align with Investment Policy Committee recommendations.
Dedicated Client Support: Experienced support staff handling all client aspects, from asset transfers to custom reporting.
Monthly Statements: Detailed statements of assets and activity.
Online Account Access: Convenient access to account information.