The world of investing can be filled with obscurity to the extent young investors are foggy on understanding certain market conditions; most importantly taking preventative measures by mitigating large risk factors. Let us imagine yourself along with a few of your collegues playing Monopoly, and you take the strategic route of buying everything you land on your first few rounds, more often then not...
Goal Planning: Orca, beleives that investing and planning should be more then just picking Vanguard High Blah Blah Blah fund and watching it going up and down. With our partner ecosystem we have devloped porfolios that are transparent and do actually what they are called. Imagine a bundle that had everything you needed to learn and helps you grow towards your goal, such as the "I want to buy a house...
Freelancers: As a freelancer, you are often on the go and always looking for your next gig, we at Orca understand this and have worked with freelancers to not only plan out their financial future for the upcoming months and show them how many contracts they should take on or not take on. But we help them navigate the often very confusing topic of taxes as a freelancer. Taxes as a FreeLancer With technology...
Venture Capitlist: You are always on the go, and looking for the next big thing, you constantly have FOMO, and have had or will have investments that will cash out. The ORCA model is meant to help you with this, we understand you need money to invest in your companies and we also understand how confusing your taxes are, we want to help plan and use startegies like mentioned below for you to make the...
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Consultation: We understand that finding a financial planner and getting to that next step can be tricky and navigating this world can be confusing that is why we of offer a free 15-minute face time or chat with any first time users with our partner advisers. The ORCA difference, not only have we developed unique portfolios for our clients and strategies but we have a method that we believe in. Below...