welcome
Make Your Money Work as Hard as You Do.
The right money manager can deliver high returns, minimize risk and stay on top of changing trends. But how do you find an honest money manager with a proven track record?
Finding that person will take time and money - and you still might not find the right financial expert. Let us find the right person for you.
Orange Grove Financial Services is a Securities and Exchange Commission registered Independent Marketing Representative. Our fees are paid by the money managers and cannot be added to your bill. Orange Grove will connect you with the money manager that best fits your investment goals - at no cost to you.
Also Orange Grove Financial Services ensures the manager chosen will be sensitive to your risk/reward preferences and that your fees are the lowest possible. Sleep well at night knowing that your money is safe, secure and achieving superior returns.
our contract with you
Careful screening of money managers
- We will monitor the returns generated by your money manager.
- We will compare those returns against generally accepted market
returns and indices. - We will evaluate the risk/reward ratio of your portfolio.
Client security
- We research money managers for criminal records.
- We examine backgrounds for signs of fraud or client abuse.
- We scrutinize your returns statistically for evidence of ponzi schemes.
Client Information
- We will inform you in writing each time we receive a fee on your account.
- We will inform you of the amount and percentage of management fees we are paid.
Client meetings
- We promise to meet with you on a quarterly basis.
- We promise to set up a face-to-face meeting with your money manager.
- We promise to be your advocate as needed in discussions with your money manager.