Are you paying excessive fees, missing performance targets or taking excessive risk? Do you have investment portfolios that haven't been reviewed in years, if ever? Do you trust your current approach? With Orcam's Portfolio Review process you can:
Orcam's Portfolio Review helps individual investors who are interested in having their portfolio reviewed from an independent & unbiased professional perspective. Using our vast experience on Wall Street combined with our unique approach, we work with individual investors to help them feel more secure and confident about their portfolios by having a professional review it for fee structure, risks and performance.
We are not asset managers and do not seek to actively manage your portfolio. Instead, our position as independent consultants gives us the flexibility to offer you an unbiased opinion on what you are currently doing with your portfolio and how it might be improved and/or better positioned. Our fee only structure offers investors the opportunity to reduce costs by avoiding recurring fees over the long-term and avoiding onerous charges that are often normal on Wall Street. And most importantly, our service is designed to set you up with a portfolio you can feel safe and secure about and control YOURSELF.
For more information on Orcam's Personal Portfolio Advisory and pricing please contact us directly here