A complete list of active advisors currently associated with Orcus Investment Advisors, LLC

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

Orcus Investment Advisors provides discretionary portfolio management and limited investment consultations for individuals, high‑net‑worth clients, foundations, charitable organizations, and small businesses. The firm manages separately managed accounts using custodial platforms and will provide trading assistance for held‑away accounts when third‑party trading authority is granted. The firm uses a Core‑Satellite framework with a defensive, lower‑beta “Core” sleeve held passively and a tactically reallocated “Satellite” sleeve driven by proprietary signals (momentum, valuation, volatility, yield‑curve steepness). Portfolios may be enhanced with an “Active” sleeve that can include options strategies and managed‑futures ETFs, and the firm generally favors ETFs while avoiding mutual funds and leveraged/inverse ETFs. Compared with many independent peers, Orcus serves charitable and institutional clients in addition to individual investors and discloses the principal’s volunteer experience on an institutional investment committee, reflecting institutional governance exposure uncommon for firms of its scale. The firm manages a relatively small pool of client assets and emphasizes model construction, semi‑annual rebalancing of the Core, and periodic tactical triggers for Satellite reallocations rather than frequent turnover.

To learn more about the advisors currently working at Orcus Investment Advisors, LLC, 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.