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Portfolio Clarity Strategy

Clarity represents Orus Capital Group Investment Managers' portfolio consulting service. Specialized consultants provide objective portfolio analysis to investment professionals seeking deeper insights, utilizing advanced analytic tools to identify and quantify sources of risk and return. The Orus Capital Group Portfolio Clarity team collaborates with investors globally to enhance their model portfolios through thorough analysis and improvement. Subsequently, the team consolidates this information and disseminates top-level insights to investors via Portfolio Barometer reports, highlighting investment trends across risk-rated model portfolios.


The Orus Capital Group Portfolio Clarity team comprises a global network of extensively experienced industry professionals, many of whom possess prestigious credentials such as CFA®, CFP®, and Financial Risk Manager (FRM). Utilizing sophisticated analytical tools and offering collaborative guidance, we aim to support your investment decisions effectively.

What We Do

At Orus Capital Group, we provide professional investors with a complimentary analytical service. We deliver independent and unbiased assessments of your model portfolios, with a focus on risk management. Leveraging advanced tools and techniques, our goal is to enlighten, validate, and refine your asset allocation process.

What We Don't Do

It's crucial to emphasize that the Orus Capital Group Portfolio Clarity team does not provide investment advice or offer a macro perspective. Furthermore, we have no intention of substituting or competing with your other professional advisors. Our role is complementary, focused on augmenting your existing investment strategy.

Comprehensive Portfolio Evaluation

Our flagship service entails a thorough evaluation of model portfolios, culminating in a comprehensive report reviewed by you and your consultant. This customized analysis, provided at no cost, primarily centers on risk exposures, as we consider risk to be a more consistent factor in portfolio construction than return. The overarching objective is to attain superior returns with reduced volatility.

We have numerous institutional resources available to us. Our customized analysis is tailored to your precise requirements, and we provide follow-up research to address any further inquiries you may have.

The investment strategies outlined here are offered by Orus Capital Group through institutional separately managed accounts. The information and strategies discussed are strictly for illustrative and educational purposes and are primarily intended for institutional investors. They are not a recommendation, offer, or solicitation to buy or sell securities or to engage in any investment strategy. There is no guarantee that any of the strategies discussed will be successful. Past performance does not guarantee future outcomes. Every investment carries some level of risk. While there is the possibility of profit, there is also the possibility of loss.