Orbital Management

Orbital Management provides discretionary investment advisory services to high‑net‑worth individuals, foundations, trusts, endowments, family offices and corporate institutions. Services focus on portfolio construction, manager selection, and ongoing monitoring, typically using passive ETFs for many clients while also allocating to separate accounts, mutual funds, individual securities and third‑party managers as appropriate.

The firm begins client relationships with investment simulations and an assessment of objectives, time horizon and risk to set a strategic asset allocation, then applies both qualitative and quantitative analysis and on‑site or virtual manager due diligence to build portfolios. OM offers discretionary, non‑discretionary and hybrid account structures, provides quarterly reporting, and notes the use of hedging techniques and the potential employment of borrowing and derivatives in certain separately managed account strategies to implement exposures or manage risk.

Compared with many peers that primarily serve individual retail clients, OM’s stated client mix includes institutional and HNW clients and access to alternative investments subject to accreditation standards. The brochure also discloses distinctive operational features: designated live strategies in which firm partners may invest their own capital and a standalone, hourly diligence service offered to non‑managed clients.