Maximize Total Return Within a Client's Risk Profile

Customized Investment Management Services

Orleans Capital provides customized investment management services to individuals, estates, trusts, foundations, and personal retirement plans including IRA’s and 401(k)’s. All portfolios are separately managed to meet client growth and income objectives while providing asset diversification and tax efficiency.

Our investment strategies and decisions are based upon our fundamental approach to asset management driven by our global macroeconomic outlook and analysis.

Our active investment strategy emphasizes a “core” approach and is principally characterized by the following attributes:

  • Broadly Diversified Portfolios
  • High Quality Securities
  • Comprehensive, Traditional Approach to Risk
  • State of the Art Portfolio Modeling and Security Analysis Systems