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

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

Orser Investment Advisors provides personalized, confidential financial analysis and investment management to a mix of individual households and institutional-type clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include determination of financial objectives, tax and insurance review, retirement and education planning, estate planning, and implementation of investment recommendations. Operating as a fee‑only fiduciary, the firm typically charges percentage‑of‑assets fees and holds discretionary trading authority for the majority of client accounts; it manages approximately $39.97 million for about 60 clients. Portfolios are built around strategic asset allocation and rebalancing with core positions in equities and bond ETFs, supplemented by actively managed funds and tax-aware techniques such as tax‑loss harvesting when appropriate. Noteworthy for a solo independent advisor, the firm explicitly accepts and manages institutional accounts (pension plans, banks/thrifts, and charitable organizations) in addition to individual clients. The sole advisor serves as the only account reviewer and monitors employee/personal trading daily, relies on a custodian relationship that provides research and reporting services (without receiving commissions), and does not vote client proxies, leaving proxy solicitations to the custodian.

To learn more about the advisors currently working at Orser 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.