Something different.
Affordable asset management from a proven institutional investor for you or your organization.
The right financial advisor generates value for you by bringing ideas, expertise, insight and investment discipline to complement your knowledge base and skills.
We aren’t your typical RIA. Because we’ve built high-performing portfolios “with a lot of zeros”, our skill set is unique. And those tips and tricks we’ve honed apply to portfolios of all sizes, offering you an edge you can monetize.
Scroll down to see what we mean.
Rapid innovation of financial products continues to impact investing, making it easier to access sophisticated tools which can help you meet your wealth management needs.
What was once only available to institutional investors is now accessible in ETFs. As experienced institutional investors, we can filter out what isn’t useful.
Assets grow faster with less fee drag. Fees began compressing for institutional investors decades ago. Have you benefitted from that trend?
Fee transparency and simple fee models are the path forward and something we offer right now.
Unless you are a financial professional, newer active strategies — many with leverage or derivatives embedded within them — can be difficult to understand.
Brokers and custodians can’t exist entirely without fees. Instead, they generate revenues in less obvious ways, shifting risks to investors they weren’t aware of or cannot manage.
We can explain those tricky areas to you in plain and simple language.
Market innovations and disruptions continue to create opportunity.
More choices should allow for better portfolio construction and better performance. But capturing the benefits might require a bit more expertise.
A savvy portfolio manager with experience navigating those trade-offs and risks can be very valuable.
Whether you are an organization or an individual, having direct access to your own dedicated Chief Investment Officer has never been easier, or more essential to your financial success.
Orcus Investment Advisors, LLC can help navigate these changes and generate the investment returns you need and deserve.
Take a moment to see where our skills align with your needs.
leverage institutional asset management Techniques for your personal or organizational needs
Experienced
Nearly three decades combined experience as an asset allocator, portfolio manager, risk manager and capital markets professional can be helpful to you or your organization.
Trusted
Sought out by peers, former asset managers and a variety of thought leaders, brainstorming with trusted associates like ourselves will generate value-added ideas.
Independent
A larger playing field brings more options to bear. With more to choose from, we can be more creative and impactful in portfolio construction and security selection.
Fiduciary
Your financial interests come first. It’s that simple. No commissions, lower costs, more investment options and no conflicts of interest.
We Can Help.
Disruption and innovation continue to bring new offerings to market for investors. Access to sophisticated investment strategies is greater than ever before.
Those strategies, now available to individual investors, were once only accessible to institutional investors. Do you know how to harness them?
And costs are being driven lower by several competitive market forces. You wonder how to exploit those changes and maybe you don’t know where to start.