Portfolio Management
As an independent advisor, the investment choices we can offer are essentially limitless.
At Orcus, we have developed several proprietary, systematic tactical strategies using ETFs which may be useful for a variety of clients. We’re glad to review them with you and assess their applicability.
We believe our strategies have potential to outperform their benchmarks over time, enhancing portfolio risk and return attributes. Constructed from large and liquid ETFs, the trading costs are minimized, expense ratios are low and tax-efficiency is high.
Additionally, we have access to a wide variety of off-the-shelf model portfolios available to our firm via the Altruist model marketplace. The Altruist marketplace, and other offerings and investment capabilities, are growing rapidly as they build out their custody offering for RIAs. We expect even more choice in the months and years ahead.
Of course, we can also build portfolios the traditional way, using individual securities to construct portfolios according to client needs and preferences.
It’s really flexible. Where should we start?
Proprietary Solutions
Core-Satellite Model Portfolios
Tactical US Equity
Tactical Global Equity
Tactical US Corporate Bonds
Tactical US Government Bonds
Off-the-Shelf
Model Marketplace
Direct Indexing
Dimensional Fund Advisor Factors
Wide Variety of ETFs & Mutual Funds