ORBIS WEALTH MANAGEMENT

Overview

Orbis Wealth Management is an independent registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm’s portfolio approach leans heavily toward publicly traded equities—exchange-traded securities represent the dominant exposure in client accounts—while financial planning, portfolio management for individuals and small businesses, and pension consulting form the core advisory services offered. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements and commission-based arrangements for certain products. Investment discipline appears to prioritize liquid equity exposure and tactical use of mutual funds and annuities for income or suitability needs. The firm is not an active ESG investor according to filings and does not identify as a multi-state adviser, despite operating multiple offices. Orbis operates primarily as a discretionary manager: most assets are managed on a discretionary basis, with a smaller non-discretionary sleeve remaining.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices