Helping People Preserve and Grow their Wealth since 1982...
Orser Investment Advisors, Inc. coordinates with your CPA and Estate Planning Attorney to help smooth life's many transitions.
Orser Investment Advisors, Inc. offers truly independent investment advisory services without conflicts of interest.
We research many no load (no commission) mutual funds, ETF's, index funds and variable annuities with Fidelity and Vanguard Investments.
Have you evaluated your retirement income needs? Will you outlive your income or assets?
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 have 34 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, over the long term. If we help your assets grow, then we grow with you. We also
quarterback with CPA's and Estate Planning Attorneys to smooth life's transitions.
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, feel free to email us at firstname.lastname@example.org or call us at 713.522.7775.
Thank you for your time and consideration.
Se habla espanol.
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’.
Independent: We have no obligations to brokers, custodians nor their products.
Experienced: We have 34 years experience in the investment advisory industry.
Objective: We earn no commissions and do not profit from 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.
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.
© Copyright 2017. Orser Investment Advisors, Inc.