A Straightforward Investment Approach from Accessible Advisors
At Orca Investment Management, we like to keep things simple. We strive to produce stable, long-term investment returns for our clients and we know that chasing the “idea of the week” is not an effective strategy. We tend to stick to straightforward investments - individual stocks, bonds, mutual funds and ETFs make up our core portfolios. We believe that we can satisfy our clients’ needs without making portfolios unreasonably complex.
Generally, we work with individual investors. We strive to provide value-added services which would generally not be available for most retail investors. Our process can be broken down into two parts:
Part One: Discovery Meeting
The goal of this initial conversation is to simply become acquainted with one another and to understand your unique situation. Whether it be in person or by phone, we will discuss what you think that you need, as well as what your realistic risk tolerance is.
Part Two: Follow-Up
Following a successful initial discovery meeting, we will begin to move forward. Next steps vary depending on your situation, but often include a review of your current portfolio. Sometimes portfolios are adequate as is, but adjustments may be recommended. At this time, it is up to you whether or not to proceed. We will never pressure you to make a decision, and we encourage you to ask questions in order to make a well-thought out decision regarding your portfolio.