Orchard Advisors

Orchard Advisors, LLC provides investment advisory services to a mix of individual investors (including high‑net‑worth clients) and institutional clients such as retirement plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management, tailored investment policy statements, and an investment consulting service billed on an hourly basis to review holdings and financial objectives.

The firm’s investment process begins with a documented Investment Policy Statement and risk‑tolerance assessment and draws on economic, cycle, fundamental, and technical analysis to construct portfolios that use both long‑ and short‑term strategies consistent with client goals. Accounts are monitored continuously and reviewed on a regular schedule, with the firm requesting limited discretionary authority to implement trading plans aligned with each client’s stated objectives.

What distinguishes Orchard from many peers is that it manages client assets in‑house rather than using third‑party managers and explicitly offers a separate hourly consulting service alongside AUM management. The firm uses a third‑party custodian that provides research and other services, discloses those soft‑dollar benefits, does not accept proxy‑voting authority for client securities, maintains only limited custody for fee deduction, and reports no material disciplinary history.