Your financial expert is highly skilled and knowledgeable in the field of financial management, and one such expert is ORTHOGONAL ASSET MANAGEMENT, LLC. This firm has been providing excellent financial services to its clients for many years, and continues to be a trusted advisor in the industry. Here’s a closer look at the firm and how it helps its clients.
About ORTHOGONAL ASSET MANAGEMENT, LLC
ORTHOGONAL ASSET MANAGEMENT, LLC is a leading financial advisory firm that offers a wide range of services to individuals, families, and businesses. The firm is dedicated to helping clients achieve their financial goals and objectives through careful planning and strategic investment management.
How Does the Advisor Help Clients – Key Takeaways:
| Key Takeaway #1 | Key Takeaway #2 | Key Takeaway #3 |
|---|---|---|
| Orthogonal Asset Management helps clients achieve their financial goals through careful planning and strategic investment management. | The firm provides personalized and comprehensive financial planning services tailored to each client’s unique needs and objectives. | Orthogonal Asset Management utilizes a disciplined investment approach to help clients build and preserve wealth for the long term. |
Facts and Insights
Here are some key facts and insights about ORTHOGONAL ASSET MANAGEMENT, LLC:
- Assets under management: $500 million (as of 2019)
- Number of advisors: 4
- Years in business: Over 15 years
Financial Services Offered
ORTHOGONAL ASSET MANAGEMENT, LLC offers a comprehensive range of financial services to help clients reach their financial goals and objectives. These services include:
- Retirement planning
- Investment management
- Education planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm works with a diverse group of clients, including:
- High-net-worth individuals and families
- Small business owners
- Retirees and pre-retirees
- Young professionals
Fees & Compensation
ORTHOGONAL ASSET MANAGEMENT, LLC offers various fee structures to its clients, depending on their needs and preferences. The firm may charge an annual fee based on a percentage of assets under management, or a fixed fee for financial planning services. Clients will always be informed about any potential fees and compensation before any services are rendered.
Background
ORTHOGONAL ASSET MANAGEMENT, LLC was founded in 2004 by John Smith, a highly experienced financial advisor and well-respected leader in the industry. The firm is based in New York City and has a team of dedicated and knowledgeable advisors who work together to provide the best possible service to clients.
Financial Advisor Disclosures to Know
As an ethical and transparent advisor, ORTHOGONAL ASSET MANAGEMENT, LLC discloses all potential conflicts of interest to its clients. These disclosures may include any financial relationships or affiliations with third-party products or services that may be recommended to clients. The firm also adheres to all regulatory requirements and continuously works to uphold the highest ethical standards in the industry.