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How Does the Process Work?

At Orcam we believe it’s important to have a sound process for financial advisory services. This involves several specific steps:

Step 1 – Free Initial Consult. The initial consult is a chance for the client to ask questions and better understand the Orcam process. The goal of this call is to ensure that Orcam is a good fit for you.

Step 2 – Risk Profiling Call.  If you feel that Orcam is a good fit for you then we move on to the profiling process. The profiling process involves a comprehensive review of your current financial picture so that we can better gauge your goals, risks and how your financial picture fits together.

Step 3 – Plan Implementation.  After we’ve properly profiled the client we will implement any necessary financial planning needs and construct the portfolio that is appropriate for you. Depending on your profile we apply one of our three simple and low fee macro portfolio strategies including our Conservative Countercyclical approach, Moderate Countercyclical and Aggressive Countercyclical.

Step 4 – Maintain and Review.  Once the plan is implemented we regularly review the progress and ensure that you are on the right path to financial success. We update the portfolio annually and rebalance or shift only when necessary. We do all the heavy lifting so you can go about living your life knowing that professionals are managing your assets 365 days a year.