Orrell Capital Management provides continuous investment portfolio management and advisory services to individuals, pension plans, and investment companies. Orrell Capital Management builds customized portfolios based on each client's specific goals, risk tolerance, and time horizon, utilizing fundamental analysis and strategies that may include long-term purchases, short-term trading, options, and margin transactions. Led by Gregory M. Orrell, the firm manages investments on a discretionary basis, meaning they make trading decisions on behalf of clients without requiring prior approval for every transaction. In addition to managing individual accounts, Orrell Capital Management serves as the investment manager for a registered mutual fund.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $100.0M | 0.75% |
| $100M+ | 0.63% |
Fees are calculated monthly or quarterly. Some accounts may also be subject to an incentive fee of 20% of net profits above a high water mark, subject to qualified client requirements.