Broker Check


Orser Investment Advisors, Inc. is:

Independent: We have no obligations to brokers, custodians nor their products.

Experienced: We have 30 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.

Customer-centered: We work with you to create a customized portfolio based upon your goals, risk tolerance and time horizon. We look for the lowest cost ways to invest.

Family-focused: We can help you seamlessly pass your investment assets to the next generation and help your children and grandchildren manage their investments.

Team-oriented: We work with your tax and legal advisor to assist you with all of your financial needs.

International and Bilingual: We are fluent in Spanish and have worldwide clients.