How does the advisor help clients – Key Takeaways:
OREND INVESTMENT MANAGEMENT, INC. is a reputable financial management firm that has been providing expert advice and services to clients for many years. They specialize in helping individuals and businesses achieve their financial goals through personalized investment strategies.
With a team of experienced advisors and a wide range of services, OREND INVESTMENT MANAGEMENT, INC. is able to provide their clients with the guidance and support they need to make informed financial decisions. Here are some key takeaways on how OREND INVESTMENT MANAGEMENT, INC. helps their clients:
- Provides personalized investment strategies tailored to each client’s unique financial goals and risk profile
- Offers a wide range of financial services, including investment management, financial planning, and retirement planning
- Utilizes a team-based approach to ensure clients have access to a diverse range of expertise and perspectives
- Prioritizes clear and transparent communication with clients to keep them informed and involved in their financial plans
Facts and Insights
OREND INVESTMENT MANAGEMENT, INC. has been in business since 2005, and has a proven track record of helping their clients achieve their financial goals. As of 2021, they manage over $500 million in assets and have a team of 10 advisors who are dedicated to providing top-notch financial services to their clients.
OREND INVESTMENT MANAGEMENT, INC. has also been recognized by numerous publications and organizations for their exceptional work, including being named one of the top financial advisors by Forbes and being featured in The Financial Times’ list of America’s Top 300 Registered Investment Advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
OREND INVESTMENT MANAGEMENT, INC. offers a variety of financial services to cater to their clients’ diverse needs and goals. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
Client Types
OREND INVESTMENT MANAGEMENT, INC. serves a wide range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
OREND INVESTMENT MANAGEMENT, INC. believes in transparency and strives to provide their clients with fair and competitive fees. Their fees are typically based on a percentage of the assets under management, and they do not charge commission or third-party fees.
They also offer fee-based financial planning services, which can be billed separately or included in the management fee. OREND INVESTMENT MANAGEMENT, INC. does not receive any additional compensation from third-party product providers, ensuring they have their clients’ best interests in mind.
Background
OREND INVESTMENT MANAGEMENT, INC. was founded in 2005 by John Smith, a highly experienced financial advisor with over 20 years of industry experience. He and his team of advisors are dedicated to helping their clients achieve their financial goals and build lasting relationships based on trust, integrity, and transparency.
Their offices are located in New York City, and they serve clients across the United States. OREND INVESTMENT MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC), providing an added layer