OREND INVESTMENT MANAGEMENT, INC.

Overview

Orend Investment Management, Inc. is a small, individually owned advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm runs a boutique, hands‑on model: with seven clients it manages concentrated relationships and tailors portfolios to each household’s objectives. Its stated preference is equities, and the firm appears to construct portfolios primarily from exchange‑traded instruments supplemented by mutual funds, annuities and corporate debt. Fee arrangements include a percentage of assets under management and hourly charges, which supports both ongoing portfolio oversight and episodic planning work. Investment activity centers on taxable and tax‑sensitive accounts for individual and family clients. The firm is not positioned as a pension consultant or multi‑state adviser and does not identify as an active ESG investor. Given the small asset base and single‑advisor ownership, the emphasis is on direct portfolio implementation—SMA-style allocations, ETFs and individual equities—rather than large-scale model licensing or institutional capital allocation.

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Public Holdings

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Location & Offices