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Portfolio Management 

Client Centered

At Orr Financial Group, technology plays a huge role in improving activities in finance. Many advisors devote their time to meeting with clients and prospects rather than portfolio management. At the same time, relying on third party money managers or SMA’s is not always an ideal solution due to the cost to their clients, the generic nature of the portfolios offered and the disconnect from the personal relationship advisors have cultivated with their clients. If desired, we help straddle the gap by providing portfolio management and investment advisory services to our advisors and their clients. We have an on-staff CFA developing models ranging from a focus on income production to aggressive growth and everything in between. Because we develop these models in-house, they can be customized for individual clients. Our advisors can then provide their clients with both the personalized relationship and asset management services their clients desire.