Orr, Brad L.

The firm provides personalized investment management and financial planning to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. As of December 31, 2017 the brochure reported the firm managing approximately $14.2 million in discretionary assets and offering services such as cash flow, retirement, tax and estate planning, education funding and investment implementation.

The investment approach centers on strategic asset allocation using a core‑and‑satellite structure and employs methods that include charting, fundamental, technical and cyclical analysis across a broad investable universe (equities, fixed income, mutual funds, ETFs, alternatives, options and futures). The firm generally manages accounts on a discretionary basis under a limited trading authorization, operates on a fee‑only basis, and also makes hourly planning engagements available.

One feature that distinguishes the practice from many peers is its explicit service to institutional‑type clients (for example, pension and profit‑sharing plans and charitable organizations), which is relatively uncommon among independent advisors. The firm discloses it does not accept commissions or act as custodian for client assets, conducts quarterly account reviews, and maintains documented compliance and personal trading oversight informed by the principal’s prior experience as a trader and registered industry representative.