Orca Investment Mgmt

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2251 NW Aviation Dr
Roseburg, OR 97470
+1 (541) 637-0411

Orca Investment Management is a financial services firm based in Roseburg, Oregon, specializing in providing tailored investment strategies for individual and institutional clients.

With a focus on long-term wealth management, Orca Investment Management offers a range of investment options and personalized financial advice to help clients achieve their financial goals.

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Orca Investment Mgmt LLC

Orca Investment Management LLC, based in Roseburg, OR, is a fee-only registered investment advisory firm dedicated to providing straightforward investment solutions tailored to individual clients' needs. With a focus on stable long-term returns, the firm primarily invests in individual stocks, bonds, mutual funds, and ETFs, avoiding unnecessary complexity in portfolio management. Founded by Shawn Willard in 2003, Orca has grown to include a team of experienced investment professionals with a combined 140 years in the industry. The firm emphasizes a personalized approach, beginning with a discovery meeting to understand clients' unique situations and risk tolerances before recommending tailored investment strategies. Generated from the website
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