Orchard Financial

Overview

Orchard Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator, drawing on outside managers when appropriate. Its service mix includes financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, selection of other advisers, pension-related consulting activities, and educational seminars or workshops. Orchard charges clients through a blend of percentage-of-AUM fees and non-recurring fee arrangements such as hourly or fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices