Our Services

At Orafund, we understand that investment needs can vary significantly from client to client. That’s why we offer a comprehensive range of services designed to assist individual and institutional investors in achieving their financial goals. Below, you will find detailed descriptions of our primary services, along with pricing information to help you make informed decisions about your investment journey.

1. Investment Advisory Services

Our Investment Advisory Services are tailored to meet the specific needs of our clients, whether you are a seasoned investor or just starting. We provide personalized advice on investment strategies, asset allocation, and portfolio management to help you navigate the complexities of the financial markets.

• Initial Consultation: $250 – A thorough assessment of your financial situation, investment goals, and risk tolerance.
• Monthly Advisory Package: $500/month – Ongoing advice and support, including market analysis and portfolio reviews.
• Annual Investment Strategy Optimization: $2,500/year – A comprehensive review and adjustment of your investment strategies in alignment with your evolving goals.

2. Portfolio Management

At Orafund, we take pride in offering professional portfolio management services to ensure that your investments are managed effectively. Our experienced team actively manages your portfolio to maximize returns while minimizing risks.

• Basic Portfolio Management: 1.0% of Assets Under Management (AUM) annually – Ideal for clients looking for a hands-off management approach.
• Enhanced Portfolio Management: 1.5% of AUM annually – Includes advanced metrics, performance analytics, and comparative benchmarking.
• Custom Portfolio Solutions: Contact us for pricing – Tailored management strategies focused on your specific objectives and preferences.

3. Retirement Planning

Planning for retirement can be daunting, but with Orafund’s Retirement Planning Services, you’ll receive expert guidance to ensure you have the resources you need in your golden years. Our advisors will help assess your retirement needs, lifestyle goals, and current savings to create a strategic plan.

• Retirement Assessment: $300 – A detailed analysis of your current retirement savings and future needs.
• Retirement Planning Package: $1,500 – Complete retirement plan creation, including Social Security optimization and tax efficiency strategies.
• Annual Retirement Review: $350/year – An annual assessment to ensure your plan remains aligned with your goals and market trends.

4. Wealth Management

Our Wealth Management Services aim to organize, grow, and protect your wealth through an integrated approach. We cater to high-net-worth individuals and family offices, focusing on creating a comprehensive financial strategy.

• Comprehensive Wealth Management Planning: $5,000 – A full financial plan covering investment, tax, estate, and insurance needs.
• Wealth Management Retainer: 1.0% of AUM annually – Ongoing comprehensive management and advice tailored to your changing circumstances.
• Family Office Services: Contact us for pricing – Customized services for families that require the highest level of management and care for their wealth.

5. Educational Workshops and Seminars

At Orafund, we believe that knowledge is power when it comes to investing. We offer various educational workshops and seminars aimed at enhancing your investment literacy, whether you are a beginner or a seasoned investor.

• Investment Basics Workshop: $75 per attendee – A half-day workshop covering fundamental investment concepts.
• Advanced Investment Strategies Seminar: $150 per attendee – A full-day seminar focused on advanced strategies and market analysis.
• Personalized Coaching Sessions: $200/hour – One-on-one coaching to address specific investment questions and strategies.

6. Tax Optimization Services

Effective tax planning is essential for maximizing your returns. Our Tax Optimization Services provide expert guidance on managing your investments in a tax-efficient manner, ensuring you keep more of what you earn.

• Tax Efficiency Assessment: $400 – A review of your current investments with recommendations for tax optimization.
• Tax Preparation Services: Starting at $1,000 – Preparation and filing of your taxes, with a focus on investment-related income.
• Annual Tax Strategy Review: $500/year – Ongoing assessment of tax strategies and adjustments based on current laws and your financial situation.

7. Alternative Investments

For investors looking to diversify their portfolios beyond traditional stocks and bonds, Orafund offers access to a variety of alternative investment opportunities. This includes real estate, private equity, hedge funds, and more.

• Alternative Investment Consultation: $350 – A session to discuss your interest in alternative investments and assess suitability.
• Investment in Alternative Funds: Minimum investment starts at $25,000 – Access to select alternative funds with diverse strategies.
• Annual Alternative Investment Review: $750/year – A comprehensive review of your alternative investments and associated strategies.

8. Estate Planning

Proper estate planning is vital to ensure your assets are distributed according to your wishes and to minimize the tax burden on your heirs. Our Estate Planning Services guide you through the process of creating wills, trusts, and other necessary documents.

• Initial Estate Planning Consultation: $350 – Discuss your estate needs and goals.
• Will and Trust Preparation Package: $1,750 – Comprehensive preparation of wills, living trusts, and related documentation.
• Annual Estate Review: $600/year – Regular assessments to ensure your estate plan remains current and effective.

9. Investment Research and Insights

Stay ahead of the market with our Investment Research and Insights reports. Our team of analysts provides in-depth research on market trends, investment opportunities, and economic forecasts.

• Monthly Research Subscription: $150/month – Receive market reports and insights on a monthly basis.
• Quarterly Investment Outlook Report: $300 per report – Analyzes upcoming market trends and their potential impacts on investments.
• Custom Research Reports: Starting at $1,000 – Tailored research based on your specific interests and investment focus.

10. Client Support and Communication

At Orafund, client support is a cornerstone of our service. We prioritize transparent and open communication to ensure that your investment journey is as smooth as possible.

• Dedicated Client Support: Included in all service packages – Access to your personal advisor for support and inquiries.
• Quarterly Portfolio Review Meetings: Included with portfolio management services – Discuss performance and strategy adjustments.
• Annual Client Appreciation Event: Complimentary – An exclusive event for our clients to network and learn about investment trends.

Conclusion

We at Orafund are committed to providing you with the highest level of service and expertise in the world of investing. Whether you are looking to build your portfolio, plan for retirement, or explore alternative investment opportunities, we have the solutions and experts to guide you every step of the way. Contact us today to discuss how we can help you achieve your investment goals.