Orcam Financial Group, LLC

Orcam Financial Group primarily serves high‑net‑worth and institutional clients, offering investment advisory and asset management, financial consulting, and research services. The firm also acts as a non‑discretionary sub‑adviser to the Discipline Fund ETFs and distributes a subscription‑based research and education platform.

The firm’s investment approach is top‑down macro analysis that references cognitive science and chaos theory, combined with fundamental analysis and quantitative/systematic risk‑management techniques. Orcam emphasizes risk controls and portfolio monitoring—providing discretionary management for separate accounts while limiting its trading role to recommendations for the ETFs it sub‑advises.

Noteworthy for a firm of its size, Orcam operates a paid public research subscription (published by email and web) and produces reports/newsletters and speaking engagements or workshops, in addition to managing client assets. It is also the sponsor and sub‑adviser of its Discipline Fund ETFs—an arrangement where Orcam bore initial launch costs and is entitled to fund profits, and which the firm discloses and seeks to mitigate when allocating ETF shares to client accounts; Orcam generally focuses on HNW/institutional business and retains the right to decline smaller retail accounts.