ORT Advisory LLC

Our Experience

With over 20 years in financial services, we’ve evolved to share our passion for helping others succeed. Our team of CPA, CA, CFSA, CFA, and FRM-certified professionals is committed to equipping your organization with the tools and expertise needed for growth. We’ll guide you through complex risks and expense management, paving the way for lasting success and profitability. Contact us today to learn how we can support your business’s journey.

About Us

ORT Advisory LLC is a boutique consulting firm specializing in due diligence, risk management, finance, governance, internal audit, and compliance. We help clients navigate complex risks while delivering tangible value. Our clientele includes banks, broker-dealers, asset managers, high-net-worth individuals, private equity, real estate and insurance companies, and energy and precious metals trading firms, both in the U.S. and internationally.

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Why Us?

Trust is key— We want to give each of you the time and guidance you deserve to earn your trust. Objective advisors with extensive audit and management consulting experience as well as trusted business mentors are key to success. In every business, there is an element of the unexpected.

Our Approach

We provide highly skilled and experienced project managers, audit consultants, and match the right resources to the task every time. Our clients enjoy the benefit of working with true professionals who understand the meaning of value of a relationship, and the importance of quality service. A key differentiator of our company is our absolute commitment to high quality service. We maintain the highest levels of customer satisfaction and proudly supply executive level references from some of the world’s most recognized brands.

Our Commitment

Whether you’re seeking a strategic alliance with the right partner or a trusted advisor with a special skillset or tool, call us today. Together we’ll create and refine your plan for success and help to address your needs. We didn’t get there alone and neither will you.

Professional Audit & Advisory Services

Risk Advisory Services

Enterprise Risk Assessment and Risk Mitigation
Operational Due Diligence and Effectiveness Assessment
Market, Credit and Operational Risk Management
Investment and Trading Portfolio Reviews
Capital Adequacy and Enterprise Stress Testing
Model Risk Management

Audit & Consulting

Governance, Risk and Compliance
Capital Markets and Asset Management audits
Sarbanes Oxley (SOX) and Internal Controls testing
Fraud Assessment and Mitigation
Capital Adequacy assessment and Stress Test audits
Quality Assurance Reviews

Trusted Advisors

Help you navigate in the unchartered waters
Asset Managers and Portfolio Due Diligence
Portfolio Performance Assessment & Measurement
Finance and Business Strategy Review & Assessment
Fintech Start-ups advisor

ORT Advisory LLC

ORT Advisory LLC

Our Experience

About Us

Why Us?

Our Approach

Our Commitment

Professional Audit & Advisory Services

Risk Advisory Services

Audit & Consulting

Trusted Advisors

Contact Us

Drop us a line!

ORT Advisory LLC

Our Partners

EDelta Consulting / BDO Alliance member

Articles

Capital Markets & Global Banking