Orchard Capital Management offers investment management services, primarily on a discretionary basis, using a model portfolio approach tailored to client objectives and risk tolerance. For family office clients, Orchard Capital provides integrated financial planning services, including investment policy statements, goal planning, and financial reporting. Orchard Capital also serves as a sub-advisor to the Orchard US Small Cap Value Fund.
Fee Structure
Orchard Capital Management's fees are based on a percentage of the assets they manage. The specific rate is negotiable, but will not exceed 2.50% annually, paid quarterly in advance. Adjustments are made for contributions, but not withdrawals. Clients authorize direct debit of fees from their accounts. If there is not enough cash in the account, securities will be sold to cover the fees.