Orleans Capital Management CORP

Fee-Only (% of Portfolio)Fixed/Hourly

Orleans Capital Management Corporation provides discretionary investment management services to institutional clients and high-net-worth individuals and families. Orleans Capital Management Corporation primarily focuses on domestic core fixed income, investment-grade core and intermediate fixed income management, and domestic equity asset management using its Strategic Dividend strategy. Orleans Capital Management Corporation does not provide standalone financial planning or consulting services such as estate planning, tax planning, or insurance. Portfolio management is conducted through a team-based approach, utilizing economic analysis and computer modeling to optimize portfolio structures. Orleans Capital Management Corporation is wholly owned by Argent Financial Group, Inc.

Assets Under Management$2.1B
Clients105
Advisors8
Avg. per Client$20M
Avg. per Advisor$270M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8 Advisors at this firm