Orleans Capital Management Corp

Orleans Capital Management Corporation, established in 1991, is a registered investment advisor offering services to institutional clients and high net worth individuals. The firm specializes in domestic core fixed income and equity asset management. As of December 31, 2023, Orleans Capital managed $1,594,350,069 in assets for 208 accounts on a discretionary basis. Fees are negotiated with clients and can be based on a fixed amount or a percentage of assets managed, typically ranging from 1/4 of 1% to 1% per annum. The firm does not offer wrap fee programs and does not engage in performance-based fees or side-by-side management. Investment strategies include fixed income management focusing on stable cash flow and equity investments through the Strategic Dividend strategy. The firm emphasizes quality, sector selection, and risk management in its investment approach. Orleans Capital utilizes a team-based approach for portfolio management and conducts monthly reviews of client accounts. The firm upholds a strict Code of Ethics, prioritizing client interests and avoiding conflicts of interest. OCM does not receive compensation for client referrals and does not engage in principal or agency cross transactions. Clients' funds are held by a qualified custodian, and the firm has investment discretion, directing trades and managing client accounts within specified limitations. OCM votes proxies in clients' best interests and maintains a strong financial position.