A complete list of active advisors currently associated with Orchard Advisors

Warmer can help you find a great advisor at Orchard Advisors or one who fits your needs even better.

Orchard Advisors provides investment services to individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, charitable organizations, trusts and business entities. The firm offers discretionary portfolio management, standalone investment consulting billed hourly, and advisory services for qualified retirement plans. The firm creates a written Investment Policy Statement for each client, constructs tailored portfolios, and typically operates with limited discretionary authority while reviewing accounts at least quarterly. Its investment process draws on multiple methods of analysis — economic, cycle, fundamental and technical — and employs both long‑term and short‑term strategies aligned with clients’ stated objectives and risk tolerance. Notable features relative to similar small advisory firms include the explicit pairing of hourly consulting with ongoing AUM management and in‑house management of all client assets rather than use of third‑party managers. The firm conducts trades through a custodian trading platform that provides execution and research/soft‑dollar services, does not accept product sales commissions or performance‑based fees, and leaves proxy voting responsibilities with clients.

To learn more about the advisors currently working at Orchard Advisors, 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.