Broker Check

About OIA

Julie Orser Odermatt

President and Founder


Ms. Orser Odermatt has 30 years of investment experience. She began her career in 1982 at a major investment firm and has been an independent Fee-only Registered Investment Advisor and Fiduciary, since 1994.

The company she 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’.

To better serve our clients’ tax and estate planning needs, we have a assembled a team of CPAs and Board Certified Estate Planning Attorneys.

OIA works with clients’ worldwide.  Ms. Orser Odermatt has resideded in England, Spain, Libya and the U. S. A.  She is fluent in Spanish and studied languages at the University of Salamanca, Spain and has a BA with honors from the University of Montana. Worldwide markets, politics and economics are another foreign language to study and evaluate.