A complete list of active advisors currently associated with Orser Capital Management LLC

Warmer can help you find a great advisor at Orser Capital Management LLC or one who fits your needs even better.

Orser Capital Management provides fee-only investment advisory services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. Its services include designing and implementing portfolios, placing trades, ongoing portfolio monitoring and custodian account setup or transfer assistance; the firm’s stated preferred minimum account size is $50,000. The firm follows an asset‑allocation driven approach implemented through model portfolios (moderate equity, income equity and retirement) and uses a mix of fundamental, technical and cyclical analysis, with both long‑ and short‑term holdings. Accounts are generally managed on a discretionary basis, reviewed at least quarterly, and client meetings are encouraged at least annually to reassess objectives and risk tolerance. Orser manages roughly $289.8 million across its client relationships, an asset base that is unusually large relative to similarly sized advisory teams among peers. The firm operates through Schwab Institutional and receives institutional support and technology services as part of that relationship, maintains a formal Code of Ethics with pre‑approval and reporting requirements for personal trades (and a prohibition on front‑running), and does not vote client proxies.

To learn more about the advisors currently working at Orser Capital Management 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.