Business Details
35 Years
experience
Expert Investment Management Services in Mandeville, LA
Orleans Capital Management has been dedicated to delivering exceptional investment advisory services since 1991. Our firm specializes in crafting tailored portfolio management strategies for institutional clients, including pension funds, foundations, and endowments, as well as individual investors seeking long-term growth. With over three decades of experience, we leverage a team of seasoned professionals who combine fundamental analysis, sector expertise, and advanced technology to optimize client portfolios.Our investment philosophy prioritizes stability, predictable cash flow, and risk management, particularly through fixed income and strategic dividend equity strategies. We maintain a client-centric approach, emphasizing transparent communication, customized solutions, and a commitment to exceeding industry standards. Our teams extensive background in institutional investment management ensures clients receive informed guidance aligned with their financial objectives.
Services
Fixed Income Management
Strategic Dividend Equity
Municipal Bond Management
Portfolio Construction
Asset Allocation
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience managing institutional and individual portfolios.
- Our team includes Chartered Financial Analysts and seasoned investment professionals.
- We specialize in fixed income strategies with a focus on tax-advantaged municipal bonds.
- Our client-centric approach ensures customized portfolio solutions for unique objectives.
- We maintain a proven track record of managing $1.6 billion in assets as of 2024.
Associations and certifications
- Securities Exchange Commission
Services
Fixed Income Management
Our fixed income strategy focuses on creating stable, diversified portfolios through corporate and mortgage bonds. We prioritize predictable cash flow and yield advantages over benchmarks while maintaining portfolio quality. This approach helps clients meet long-term obligations with minimized interest rate risk.
Strategic Dividend Equity
This service targets high-quality large-cap stocks with consistent dividend payouts and growth potential. We combine sector diversification with fundamental analysis to balance income generation and capital appreciation while reducing market volatility exposure.
Municipal Bond Management
We construct laddered municipal bond portfolios to provide tax-advantaged income and asset preservation. Our strategy aligns maturity schedules with client liquidity needs while maintaining high-quality credit ratings to ensure principal protection.
Portfolio Construction
Customized portfolio solutions integrate fixed income and equity strategies tailored to individual or institutional goals. We emphasize tax efficiency, asset diversification, and alignment with client risk tolerance and investment time horizons.
Asset Allocation
Our team develops strategic asset allocation frameworks based on macroeconomic analysis and client-specific requirements. This includes balancing equity, fixed income, and cash equivalents to optimize risk-adjusted returns across market cycles.
People
Emily C. Becker
President and Chief Investment Officer
Senior portfolio manager with 30+ years in investment management. Leads fixed income strategies for pension funds and foundations. Holds economics degree from Baylor University and serves on Louisiana Tennis Association board.
Rodney J. Abele
Senior Portfolio Manager
CFA charterholder with 40+ years of experience. Manages portfolios for high-net-worth clients and endowments. Holds economics degree from Notre Dame and MBA from Tulane University. Serves on religious foundation board.
James Story
Senior Portfolio Manager
Fixed income specialist with 20+ years in portfolio management. Former roles at Barksdale Investment Management and Guggenheim. Holds BBA in Economics/Finance from University of Tennessee-Martin and CFA designation.
Matthew Kimbrough
Portfolio Manager
Manages fixed income portfolios across the southeastern U.S. Focuses on corporate credit and municipal bonds. Holds MBA from HEC Paris and BA in Mathematics/Philosophy from Washington and Lee University.
Nina W. English
Chief Compliance Officer
Attorney with legal and compliance expertise. Former partner at Gordon Arata McCollam law firm. Holds law degree from UCLA and oversees regulatory compliance for the firm.
Questions
What investment strategies does Orleans Capital specialize in?
We specialize in fixed income management, strategic dividend equity strategies, municipal bond portfolios, and customized asset allocation frameworks tailored to client objectives.
What types of clients do you serve?
We serve institutional clients including pension funds, foundations, and insurance companies, as well as individual investors with customized portfolio needs.
How does your fixed income strategy add value?
Our fixed income approach emphasizes sector selection, yield optimization, and interest rate risk management to create stable, diversified portfolios with predictable cash flow.
What is your approach to dividend equity investing?
We focus on high-quality large-cap stocks with consistent dividend histories, combining sector diversification and fundamental analysis to balance income and growth potential.
How are portfolios structured for individual clients?
Individual portfolios integrate our institutional strategies, emphasizing tax efficiency, asset diversification, and alignment with each client's risk tolerance and financial goals.
