ORIENTAL TRUST

Overview

Oriental Trust is a small, institutionally oriented investment adviser that registered with the SEC in 2021. The firm is organized as an "other" entity with ownership split between a domestic entity and an individual. Its stated business activities include banking and it provides portfolio management services for investment companies. Fee arrangements are based on a percentage of assets under management. Oriental Trust describes its client base as institutional and does not identify itself as a capital allocator. It is not flagged as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. The firm reports affiliations across the financial ecosystem — including connections with a broker-dealer, another investment adviser, and an insurance company — which suggests a mix of distribution or service relationships alongside its advisory work.

Assets & Accounts

Location & Offices