Orser Capital Management LLC

Orser Capital Management provides fee-only investment advisory services to individuals, high net worth individuals, and retirement plans. The firm assists clients in designing, implementing, monitoring, and maintaining custom investment portfolios based on their goals, risk tolerance, and cash flow needs. Services include determining appropriate asset allocations—such as moderate equity, income equity, or retirement models—and executing trades directly in client accounts with the authority to make trades without asking first. Clients can place written restrictions on particular investments or asset classes. Orser Capital Management manages portfolios on a cumulative family basis and evaluates investments using fundamental, technical, and cyclical analysis alongside long-term and short-term purchasing strategies. The firm primarily recommends Charles Schwab & Company as a custodian for client accounts.