Oriental Trust

Overview

Oriental Trust is an institutional Registered Investment Adviser that provides portfolio management services to investment companies and operates with banking activities. The firm is organized as an "other" entity and is owned by a combination of a domestic entity and an individual. It registered with the SEC in 2021 and serves an institutional client base rather than retail households. The firm charges fees as a percentage of assets under management and reports that its advisory mandate is discretionary. Oriental Trust is not positioned as a capital allocator and does not describe itself as an active ESG investor. Its listed industry affiliations include a broker-dealer, another investment adviser, and an insurance company, indicating connections across multiple financial services lines rather than a standalone RIA practice. The firm is not registered as a multi-state adviser and does not identify itself as a pension consultant.

Assets & Accounts