Investment
Management
What Makes Ogorek Different?
1. We Don’t Sell Anything
As Registered Investment Advisors, we serve as fiduciaries and are required to act in your best interest at all times. That means we don’t sell you products (insurance, annuities, or mutual funds), we don’t earn commissions, and all investment decisions are based entirely on merit.
2. Low Expenses
When all investment decisions are based on merit, it’s no surprise that our portfolios benefit from very low expenses. Mutual Funds and Exchange Traded Funds with high expense ratios need not apply.
3. Charles Schwab
We have a more than 35 year relationship with Charles Schwab as our Independent 3rd Party custodian. With Charles Schwab as custodian, your assets are kept safe, and no money is moved in/out of the accounts without your approval.
Viewing Your Investments
Most clients become frustrated trying to make sense of their custodian’s monthly statements. We offer a personalized, easy to view, meaningful alternative we refer to as your CLIENT DASHBOARD. Here you can view a summary of investment holdings, such as your 401(k) IRA’s and brokerage accounts all in one place. Our custom smartphone app allows you to access your CLIENT DASHBOARD with the touch of a finger.
