A complete list of active advisors currently associated with Orange Investment Advisors, Inc.

Warmer can help you find a great advisor at Orange Investment Advisors, Inc. or one who fits your needs even better.

Orange Investment Advisors (OIA) provides discretionary and non-discretionary portfolio management, financial planning, 401(k) consulting, and investment consulting to a mix of individual and institutional clients, including trusts, pension and profit-sharing plans, charitable organizations, and investment companies. The firm also acts as investment manager to a registered mutual fund within the Ultimus Managers Trust and offers model portfolios and a proprietary economic "Diffusion Index" that third‑party managers can access under tiered consulting packages. OIA’s investment approach emphasizes tailored asset allocation with a focus on growth at a reasonable price (GARP), using top‑down economic analysis alongside fundamental and technical research to construct portfolios across equities, fixed income, cash equivalents, and alternative investments. The firm meets with clients periodically, provides at least annual performance analyses of accounts, and supplies model performance materials and manager selection support to third‑party managers. Noteworthy for a team firm of its size, OIA is a wholly owned subsidiary of Orange County Bancorp and is affiliated with the bank entity owned by the parent company, and the brochure discloses referral arrangements with that bank. The firm manages over $1.6 billion in AUM across seven advisors (well above $200M per advisor), serves investment company and some government clients, serves as adviser to an in‑house mutual fund, and discloses that margin/borrowing can be included in separately managed account valuations for billing—an operational detail the brochure flags as a potential conflict of interest.

To learn more about the advisors currently working at Orange Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.