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How Fidelity Protects You Fidelity Safeguards Value of Diversification Single versus Multi Asset Strategies

Welcome to Orser Investment Advisors

Orser Investment Advisors, Inc. helps clients preserve and grow their wealth through asset diversification and regular portfolio rebalancing. We provide a comprehensive and custom portfolio management while lowering overall investment expenses. We strive to create financial stability and discipline for clients in order to help them achieve financial independence for themselves and for the future generations. We are a Fee Only Fiduciary RIA since 1994.

Our Commitment

We have 30 years experience with customizing individual portfolios and finances. Not only do clients find us knowledgeable, they also discover that we truly care about making their retirement dreams a reality. We try to keep our clients focused on where they want to go, advise them on how to get there, and remind them of the importance of maintaining a disciplined and diversified approach in bull and bear markets.

Our goal is to screen for portfolio risk and grow your portfolio and dividends, for the long term. If we help your assets grow, then we grow with you. We also
work with CPA's and Estate Planning Attorneys to smooth life's many transitions.

Our Principle

Our company is based on the principle that knowledge and understanding of one’s current financial situation are vital to making prudent decisions concerning
one’s future financial condition.

If you have any questions or concerns about your current financial situation or wish to have us do a comprehensive review your portfolio, please feel free to emailfeeonly@orserinvestment.com
or call 713-522-7775.

Thank you for your time and consideration.

Se habla espanol.

About OIA

The company Ms. Orser Odermatt founded, Orser Investment Advisors, Inc. (OIA) is dedicated to the long term financial success of clients. We prefer to understand our clients’ entire financial picture and help clients to grow and preserve their wealth. Also, we do the fundamental, quantitative and technical analysis for our clients. This involves daily monitoring of the market, equity and index charts and all of the buy and sell decisions for our Managed clients’.

Philosophy

Independent: We have no obligations to brokers, custodians nor their products.
Experienced: We have 38 years experience in up and down markets in the investment advisory industry.
Objective: We earn no commissions and we do not profit from buy and sell transactions.
Performance-driven: Our mission is to grow your assets over time. Our incentives are aligned with your goals. When your account grows, we grow with you.

Process

First, we assist you in completing an in-depth, confidential client profile in order to determine your goals, time horizon and risk tolerance.

Then, we develop a customized investment strategy based upon your investment and risk profile. We encourage you to review your estate plan and beneficiaries regularly.