About Us

Who we are
Calmly and Competently Leading You to Financial Security
At Oraman Group, we are a trusted financial institution and investment advisory firm based in Switzerland, dedicated to guiding businesses and individuals through the complexities of global finance. With a calm, strategic approach and a deep understanding of international banking systems, we provide expert consulting, regulatory insight, and structured solutions that promote stability, compliance, and long-term success. Whether you’re navigating corporate banking, optimizing investments, or protecting your financial future, our team is here to lead you with professionalism, discretion, and confidence.
Exceptional Client Service
At Oraman Group, exceptional client service is not just a promise — it’s the foundation of everything we do. Our clients benefit from personalized attention, strategic insight, and uncompromising discretion, delivered by a team of seasoned professionals with deep roots in international finance.
As Investment Dock Advisors, we operate at the intersection of banking, investment management, and corporate finance. In an industry often dominated by rigid structures and impersonal service, we bring flexibility, clarity, and a hands-on approach. Whether working alongside large brokerage houses or advising high-level decision-makers, we serve as a steady anchor — calmly navigating our clients through complex financial waters with precision and care.
Transparency
At Oraman Group, we believe that transparency is the cornerstone of trust. Confidence that your money is in good hands begins with clear, honest, and consistent communication. Our clients are kept informed at every step — from strategy to execution — ensuring there are no surprises, only clarity. We provide detailed reporting, open dialogue, and full visibility into every recommendation we make. By fostering transparency, we empower our clients to make informed decisions and build long-term financial partnerships based on integrity and mutual understanding.
Investment Strategy
At Oraman Group, our investment philosophy is rooted in discipline, long-term thinking, and independent judgment. We stay the course through market fluctuations, guided by rigorous analysis rather than trends or speculation. We don’t chase fads — we build strategies that are resilient, tailored, and grounded in fundamentals. And when necessary, we’re not afraid to say “no” — protecting our clients from unnecessary risks or misaligned opportunities. Our unwavering commitment is to deliver value through sound, strategic investments designed to endure and grow over time.
Our Team
We Are A Great Family
At Oraman Group, we believe that teamwork, trust, and shared purpose are the pillars of long-term success — for our firm and our clients. We operate as a close-knit team of financial professionals, united by a commitment to integrity, innovation, and excellence.We succeed when our clients succeed. To support this mission, we’ve developed a proprietary risk engine — a powerful analytical tool that combines real-time data from APIs, client-provided financials, and advanced machine learning models. This engine enables us to assess risks with precision and forecast a company’s future growth potential with confidence. It’s just one example of how our collaborative mindset and cutting-edge technology come together to serve our clients at the highest level.
Portfolio
Goal-Based Management of Institutional Portfolios
At Oraman Group, we manage institutional portfolios with purpose, precision, and accountability. Our approach is centered on goal-based investing — aligning each portfolio with the specific objectives, risk tolerance, and time horizon of our clients. Whether managing assets for corporations, family offices, or institutional investors, we apply a disciplined strategy rooted in deep market analysis, data-driven insights, and active risk management. Every portfolio is customized to deliver long-term value while adapting to changing market dynamics and our clients’ evolving needs.








Our Services Are
- Based on your personal needs and circumstances
- Focused and disciplined with an emphasis on trust, integrity, expertise, and service
- Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
- Based on unbiased, professional experience
