Assets Under Management
$183.4M
Number of Clients
272
Number of Advisors
4
Average Client AUM
$674K
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Orca Investment Management offers asset management services tailored to meet client investment objectives, ranging from conservative capital preservation to aggressive capital appreciation. They use fundamental, technical, charting, and cyclical analysis. Strategies include equity-centric, capital preservation, balanced, and mutual fund strategies. Fees are negotiable.
6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035