Orca Investment Management, LLC offers personalized asset management services designed to meet specific client investment objectives, ranging from conservative capital preservation to aggressive capital appreciation. Orca manages portfolios using a mix of fundamental, technical, charting, and cyclical analysis, primarily focusing on equity-centric strategies, fixed income, balanced portfolios, and mutual fund strategies. Orca tailors its services to individual client needs and allows written restrictions on certain securities. Orca operates with discretionary authority to buy and sell securities on behalf of clients. Orca works with individuals, high-net-worth individuals, retirement plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on account size, servicing requirements, and other factors, ranging up to 1.25% down to zero. Some legacy clients use a tiered schedule or pay a quarterly fixed fee.