ORG Portfolio Management offers investment advice to various clients, including pension plans, charities, individuals, and family trusts. ORG provides both discretionary and non-discretionary services across different asset classes, including real estate and natural resources. ORG's services include investment strategy development, portfolio management, and manager selection. Fees are negotiated with each client.
Fee Structure
ORG Portfolio Management does not have a standard fee schedule. Fees are negotiated with each client based on the services provided, the relationship, the amount of assets, and the structure of the engagement. Fees can be fixed, asset-based, performance-based, or a combination. ORG also charges fees for individual projects and consulting services on a per-project or hourly fee.