Orser Investment Advisors, Inc.

Orser Investment Advisors is a fee‑only fiduciary investment adviser founded in 1994 that provides personalized financial analysis and portfolio management to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm manages roughly $35.3 million across about 54 client relationships and offers both discretionary (“managed”) and non‑discretionary (“unmanaged”) accounts, with occasional hourly consulting for higher‑communication engagements.

The firm’s investment approach centers on strategic asset allocation and periodic rebalancing, using growth, value and dividend equities and bond ETFs as core holdings while adding actively managed ETFs and open‑ended funds where opportunities arise; methods of analysis cited include fundamental, technical and cyclical research and tax‑loss harvesting. Trades are placed under a limited power of attorney for most managed accounts, fees are billed as a percentage of assets under management, and assets are held at qualified custodians.

What is notable for a single‑advisor independent firm is the explicit provision of portfolio management for institutional‑type clients (pension and profit‑sharing plans and charitable entities), a service reported as uncommon among peers of this size. Account reviews and compliance oversight are performed by the firm’s sole advisor, the firm does not accept commissions or performance‑based fees, and it relies on a custodian relationship that includes research and operational services under Section 28(e).