Org Portfolio Management

Who we are

ORG Portfolio Management is a global, full-service consultant, advisor, and investment manager dedicated to providing tailored solutions and proactive advice to clients. Founded in 1999, ORG has built a reputation for in-depth analysis, conservative underwriting, and comprehensive research, offering unparalleled access and transparency to global investment opportunities.

Our Story

Founded by Jonathan Berns and Edward Schwartz, ORG emerged from decades of experience in real estate development and consulting. Today, ORG comprises a diverse team of professionals with extensive knowledge and hands-on experience in real estate investing.

Our Expertise

ORG offers a wide range of services encompassing:

**Market Analysis & Asset Allocation

• Comprehensive analysis of global markets and asset classes
• Customized asset allocation strategies tailored to individual needs
• Identification and evaluation of potential investments

Investment Consulting

• Comprehensive search and selection of suitable investment managers
• Development and implementation of robust investment strategies
• Ongoing performance reporting and risk management

Investment Solutions

• In-house trading capabilities for enhanced flexibility and control
• Access to a diverse portfolio of real estate investment properties in prime locations
• Proactive guidance and support through every step of the investment process

Our Values

Integrity, professionalism, and client-centricity are woven into the fabric of ORG's culture. We are committed to:

• Client-first approach: Providing tailored solutions and personalized advice.
• Transparency: Openly sharing information and analytics.
• Expertise: Drawing on extensive experience and market knowledge.
• Results-oriented: Delivering measurable value to clients.

Our Team

ORG's team of dedicated professionals brings together extensive expertise in investment management, risk management, and client relationships. With diverse backgrounds and deep understanding of the global financial landscape, our team is committed to delivering exceptional outcomes for every client.