The Orix Advantage
We Harness Advanced Artificial Intelligence to Transform Traditional Wealth Management
The Orix Magic
Precision, Performance, Prosperity
Wealth Planning
Secure your legacy through comprehensive estate succession planning, and wealth transfer strategies.
Investment Management
Benefit from institutional grade portfolio construction guided by proprietary research
Portfolio Optimization
Leverage our cutting edge artificial intelligence to continuously analyze and rebalance your investment portfolio.
Risk Management
Our systems continuously monitor global markets implementing defensive measures before traditional analysis would even identify potential concerns.
Alternative Investments
Access exclusive opportunities in private equity, venture capital, real estate, and hedge funds.
Private Investing
Access sophisticated Investing services tailored for high-net-worth individuals.
Investment Services
Strategic Intelligence for Investment Success
Investment Strategy Development
Our proprietary algorithms analyze millions of data points across global markets to identify patterns invisible to human analysis.
Portfolio Construction
AI systems construct precisely calibrated portfolios optimized for your specific risk tolerance and objectives.
Market Analysis
Advanced machine learning systems process vast amounts of structured and unstructured data to generate predictive insights with greater accuracy and timeliness than conventional analysis permits.
Performance Monitoring
Our AI platform monitors performance continuously, providing real-time analytics on portfolio behavior across multiple dimensions.
About us
A Heritage of Excellence in Wealth Management
Founded on principles of integrity, discretion, and expertise, Orix Wealth has evolved into a trusted advisor for clients worldwide. Our heritage is built upon understanding that true wealth management extends beyond financial instruments to encompass values, aspirations, and legacies.
Our team comprises of professionals with backgrounds in global finance, investment banking, and specialized advisory services. Each client relationship is overseen by a senior advisor with deep industry knowledge and supported by specialists across investment, legal, and tax domains.
Our Vision
We envision a future that is optimized through the harmonious integration of advanced technology and expert human guidance.
Our Mission
We strive to redefine wealth management by making sophisticated investment strategies accessible to discerning clients who demand excellence.
Our Approach
Our proprietary AI systems provide capabilities beyond traditional analysis, while our experienced advisors ensure these powerful tools serve your unique needs and objectives.
Our Process
Orix Wealth Management Process
Discovery & Analysis
We begin with a comprehensive assessment of your current financial position, goals, and risk tolerance to establish the foundation for your personalized strategy.
Strategic Implementation
Based on our analysis, we develop and execute a tailored investment plan integrating our proven investment principles with your specific objectives.
Continuous Optimization
Our perpetual vigilance allows for immediate tactical adjustments while maintaining strategic alignment with your long-term objectives.
