Our process

Our process

As your advisor, everything we do at Orgil & Associates is rooted in making your life simpler. That’s our role – we handle the critical day-to-day decisions so you can focus on your family, your career, and doing the things you love.

 

Guided by your personal Investment Policy Statement (IPS) that outlines everything from your preferences to tolerance for risk, we manage your diversified asset allocation. We rebalance as needed and pursue opportunities that fit your values. We leverage our in-house team of tax and estate planning experts to make sure every decision is tax optimized and aligns with your goals. We coordinate with your outside teams and work to protect your wealth. And when you need our trusted insight, we’re there to make sense of the intricacies and give you that guidance.