Individuals

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 consistent with growth and income objectives, together with providing asset diversification and tax efficiency. We also pride ourselves on building close communication with clients’ tax and legal advisors.

Portfolio Construction

We use a combination of our institutional equity and fixed income strategies to create customized investment portfolios tailored to each client’s unique objectives, risk tolerance, and investment time horizon. Equity portfolios are built using our Institutional Strategic Dividend Strategy, while fixed income portfolios are constructed using our Taxable or Tax-Exempt Bond Strategies depending on client needs and objectives.