Orser Capital Management LLC

Orser Capital Management LLC, established in July 2007 by Elizabeth Kathleen Orser and James B. Orser, offers fee-only investment advisory services to individuals, high net worth individuals, and pension/profit sharing plans. The firm's services include designing, implementing, and monitoring investment portfolios tailored to clients' goals, risk tolerance, and constraints. The minimum account size is $50,000, with $288,538,612 in discretionary assets under management as of December 31, 2024. Fees are up to 1.00% of assets under management, billed quarterly in arrears. OCM does not charge performance-based fees or engage in side-by-side management. Investment strategies primarily focus on asset allocation, utilizing fundamental, technical, and cyclical analyses. OCM does not guarantee future performance and reminds clients of potential market risks. The firm has no disciplinary actions, pays no referral fees, and does not vote proxies for client securities. OCM has custody of client assets to deduct management fees, with Charles Schwab & Co., Inc. as the primary custodian. The firm has full trading authority for discretionary accounts and provides ongoing account reviews and client meetings. OCM follows a Code of Ethics emphasizing client interests and compliance with securities laws. Schwab provides research and other benefits to OCM, impacting brokerage practices.