Why We Formed Orinda Asset Management

The asset management industry is evolving

  • There is a convergence between traditional and alternative asset management firms, and an increasing recognition of the opportunity to deliver liquid alternative strategies to a growing investor base.

Advisors acknowledge the need to access regulated, alternative investment strategies in a mutual fund format

  • After decades of adherence to basic asset allocation models and a focus on relative performance, new thinking is taking hold regarding portfolio construction and the most effective way to achieve clients’ investment objectives.

    Experienced industry professionals with complementary skills and a common vision have come together

    • The Firm was formed to provide efficient access to thoughtfully constructed alternative investment mutual funds for the professional investment advisor community and their clients.