Ornate Investment Managers LLC

Ornate Investment Managers LLC provides non-discretionary portfolio management and pension consulting services to a mix of institutional and pooled clients, while also offering services to individuals and small businesses when appropriate. The firm’s brochure identifies banking and thrift institutions, sovereign wealth funds, insurance companies, pension and profit‑sharing plans, state and municipal governments, charitable organizations, other investment advisers, corporations, and both high‑net‑worth and individual clients as potential clients, and it states a $1,000,000 account minimum.

The firm states it now delivers advisory services exclusively on a non‑discretionary basis and tailors Investment Policy Statements and asset allocations through a blend of top‑down and bottom‑up analysis, with ongoing monitoring and rebalancing. Its investable universe is broad — including fixed income, equities, ETFs, derivatives, structured notes, private placements and alternative investments — and its pension consulting offering includes ERISA‑oriented services and participant education, with consulting fees that can be billed hourly (up to $350/hour) or negotiated.

Compared with peers, the scope of client types the firm targets (notably sovereign wealth funds, banks, insurers, municipal entities, and other advisers) and the explicit emphasis on pension consulting and plan participant workshops are atypical for a small, state‑registered adviser reporting no discretionary AUM. The brochure also discloses that some supervised persons are registered representatives of a FINRA broker‑dealer and may receive commissions for brokerage services, a potential conflict the firm says it discloses and seeks to manage.