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Institutional Consulting




Orcam Financial Group works with hedge funds, investment managers, pension funds and institutions to help them maximize efficiencies in their business, client relationships and portfolio management.

Orcam Institutional Consulting is geared towards institutions and portfolio managers who are seeking an independent opinion on their approach to helping service their clients through financial advisory, portfolio management or other services. We service institutions as independent consultants available for retainer or by consultation to help provide specific insights regarding macro events, portfolio positioning, risk management and more general needs.

Institutional Consulting helps portfolio managers and investment firms achieve their goal of servicing clients better in the following ways:

  • Aligning the interests of the institution and the client via better relationship management, helping set realistic expectations and a proper understanding of the role of the portfolio.

  • Helping to better understand portfolio construction, structure, risk management and why underperformance plagues so many investment managers.

  • Helping to acquire a better understanding of the monetary system and the macro workings of the investment world.

    To contact us about Orcam Institutional Consulting please see here.

"If everyone is thinking alike, then someone isn't thinking." -General George Patton

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