At Orcus Finance, our mission is to provide a disciplined approach to investment management,centered around a long-term strategic allocation that seeks to target exposure at the asset class level with periodic portfolio rebalancing.
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Highly qualified and experienced staff give independent advice on such financial services as pensions, inheritance tax, investments, business protection and wealth planning.
Bonds and commodities are much more stable than stocks and trades. We allow our clients to invest in the right bonds & commodities.
The primary purpose of our life insurance is to provide a financial benefit to dependants upon premature death of an insured person. The policy pays a specified amount called a “death benefit” to the named beneficiary.
Mutual Funds and Initial Public Offerings (IPOs)offer an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
Its purpose is to save money to insure funds over a particular period of time. Annuitants pay a given amount regularly or through a single premium to receive the amount saved plus the return from the insurer as income.
Our tax-advantaged college investment accounts help clients save and invest for their children’s education. We offer lower fees and more investment options.
Our Wealth Management model is centered on that of an External Asset Manager. Orcus Finance has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in house solutions. Orcus Finance endeavors to provide the highest standard of personalized relationship management. Our asset managers and relationship managers take the time to listen to clients and understand their requirements in detail on an individual basis so as to ascertain the right choice and mix of investment banking options. We take great pride in working side by side with our clients to understand their financial dreams and turn them into a reality.
At Orcus Finance we provide impartial financial advice to help personal clients and businesses achieve their financial goals. Our team of independent financial advisers will work with you to build financial plans that enable you to achieve your short, medium and long term financial goals. Whether you are looking to grow, preserve or pass on your wealth, we help our clients to achieve their financial ambitions by building lasting relationships, adopting a holistic approach to financial planning and providing whole of market advice.