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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-31-1994
- Office Locations
- 1
Office Locations
About Orser Investment Advisors, Inc.
Orser Investment Advisors is a Houston-based, fee-only fiduciary RIA founded in 1994. The firm builds and manages custom portfolios focused on diversification, disciplined rebalancing, risk screening, and long-term dividend growth, with ongoing fundamental/quantitative/technical monitoring and discretionary buy/sell decisions. Planning work spans retirement and coordination with CPAs and estate attorneys. Custody includes Fidelity/NFS and Merrill Lynch.
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Owner & Executives
JULIE ANN ORSER ODERMATT
President
- CRD
- #1190962
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,671,729 | -- |
| Non-Discretionary | $295,000 | -- |
| Total | $39,966,729 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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