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We provide investment strategy, portfolio analysis, and market research services through an extended workforce solution for small to mid-sized advisors and family offices. Our team of investment experts become an extension of the advisor's staff, working collaboratively to provide fully customized investment solutions tailored to the unique needs of each advisor.
For Investment Advisors
Our advisor partners are looking to grow their business and improve their customer service levels to be more competitive with larger peers. We want to become an extension of our clients so they can spend more time on client-facing activities while offering their clients a more sophisticated investment solution.
Simply put, we want to help our clients strengthen their trusted advisor brand in the eyes of their current and prospective clients, whether they are an RIA, bank, broker-dealer, or family office.
Orenda does this with a commitment to upholding the fiduciary standard of providing investment advice in the best interests of clients and partnering with advisors to ensure fiduciary compliance by delivering, monitoring, and updating verifiable justification for investment decision-making.
Best of all, we provide these services on either a fixed fee basis depending on the services provided - Our fees don’t increase as your assets under management increase.
For Family Office/HNW Clients
Having come from the private banking world, we understand the difficulty of overseeing multiple accounts at multiple institutions while maintaining an adequate investment strategy for your consolidated portfolio.
We will evaluate your advisors to determine if they are meeting or exceeding expectations based on your investment objectives and risk profile. If you are looking for a financial advisor, we will thoroughly evaluate your needs and perform a search for the right advisor that can offer you the expertise and service you need.
If you have multiple advisors or private bank accounts, we are able to consolidate your accounts and provide advice for each account based on the platform available within each institution so your consolidated portfolio has less redundancies and fulfills the investment objectives you desire.