Org Portfolio Management

At ORG Portfolio Management, we are dedicated to providing our clients with tailored solutions and proactive advice to help them achieve their financial goals. Our team of experienced investment professionals is committed to providing unparalleled access and transparency to global investment opportunities.

Our Story

ORG Portfolio Management was founded in 1999 by Jonathan Berns and Edward Schwartz with the mission to provide real estate consulting and advisory services to institutional, high-net worth, and family office clients. Since its inception, ORG has built a reputation for providing innovative investment solutions and expert advice to its clients.

Our Services

We offer a wide range of services, including:

• Portfolio Management: Our team of experienced investment professionals provides customized portfolio management services to help our clients achieve their financial goals.
• Investment Consulting: We offer comprehensive investment consulting services, including market analysis, asset allocation, investment manager search and selection, and performance reporting.
• Real Estate Services: Our team has extensive experience in real estate development, investment, and consulting, providing expertise in property management, acquisition, and disposition.
• Corporate Services: We offer a range of corporate services, including accounting, human resources, and administrative support.

Our Team

Our team of experienced investment professionals is dedicated to providing our clients with exceptional service and expertise. With over 180 years of combined investment experience, our team has a deep understanding of the investment landscape and is committed to providing our clients with tailored solutions.

Our Philosophy

At ORG Portfolio Management, we believe that a comprehensive approach to investment management is essential to achieving our clients' financial goals. We take a proactive and transparent approach to investment management, using our expertise and resources to identify opportunities and mitigate risks.

Our Mission

Our mission is to provide our clients with exceptional investment advice and to deliver exceptional service. We strive to build long-term relationships with our clients, understanding their unique needs and goals, and providing personalized solutions to help them achieve their financial aspirations.

Our Commitment

We are committed to providing our clients with the highest level of service, expertise, and professionalism. Our team is dedicated to staying up-to-date with the latest market trends and developments, ensuring that our clients have access to the latest investment opportunities and insights.