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Orrell Capital Management
SEC-regulated
Registered investment advisor
Orrell Capital Management, Inc. is a SEC-registered investment adviser established in 1991, located in Livermore, CA. The firm offers investment supervisory services and individual portfolio management on a discretionary basis. Clients' investment objectives, risk tolerance, and liquidity needs are considered in managing their portfolios. The firm also manages the OCM GOLD FUND, a mutual fund registered under the Investment Company Act of 1940. Orrell Capital Management charges annual fees ranging from 0.625% to 1.00% based on assets under management. Additionally, the firm may charge account management fees not exceeding 1.50% and incentive fees based on net profits. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. Orrell Capital Management reviews client accounts monthly and provides reports annually. The firm does not engage solicitors for client referrals and does not accept compensation from non-clients. Greg Orrell, the President, has no reportable disciplinary history and oversees all internal supervision. Clients can contact him at 925-455-0802 for any inquiries.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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