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Our philosophy is simple. We want to provide the highest quality investment advice to the greatest number of people. We are investment experts and we understand that our value proposition is a small but critical part of what our advisor partners offer to their individual clients. Rather than become something we are not, we decided that for our value to reach the greatest number of individuals, we could partner with similar-minded advisors who already have strong, trusting relationships with their clients.
The word Orenda comes from the Iroquois Indians who believed that every human being had an innate force that empowers them to positively affect the world, and change their own fate or destiny. We believe we can deliver this ‘Orenda’ through our fiduciary commitment to always do what is in the best interest of our clients.