Orca Investment Management LLC

Orca Investment Management LLC is a registered investment advisory firm based in Lake Oswego, Oregon. With a team of experienced professionals boasting a combined 140 years of industry expertise, Orca Investment Management aims to provide straightforward investment solutions to individual investors. Their investment approach focuses on stable, long-term returns through a portfolio consisting of individual stocks, bonds, mutual funds, and ETFs. By offering value-added services and personalized attention, Orca Investment Management strives to meet the unique financial needs of their clients.

Founded in 2003 by Shawn Willard, Orca Investment Management has grown from a small firm with a handful of clients to a well-established company with two offices and a team of over six investment professionals. The firm's commitment to understanding each client's unique situation is evident in their two-part process, which includes an initial discovery meeting to assess needs and risk tolerance, followed by a thorough review of the client's current portfolio. With a focus on client satisfaction and a dedication to simplifying portfolio management, Orca Investment Management is dedicated to helping clients achieve their investment goals.

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