Investment advisory services offered through Energy Opportunities Capital Management, a registered investment adviser.
Early in 2000, Orleans Capital Management Corporation (OCM) in conjunction with Simmons & Company International (SCI) identified a unique, opportunistic investment theme focusing on the developing global energy supply and demand dynamics.
This site is published for residents of the United States only. The Adviser may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state. For additional information, please contact us.
Our investment strategies may involve a higher degree of risk that may increase the risk of investment loss.
Our investment strategies may involve a higher degree of risk that may increase the risk of investment loss, can be volatile, and involve sector specific trading strategies which increases risk such as Political and Economic uncertainty, Market Risk; Market Trading Risk; Non-Correlation Risk; Replication Management Risk; Equity Securities Risk; Large Capitalization Company Risk; Liquidity Risk; and Valuation Risk. These strategies lack diversification may trade in non-US securities. Investing in foreign markets may entail risks that differ from those associated with investments in the US markets such as foreign currency risk and the possibility of substantial volatility due to adverse political, economic or other developments.
That fall, OCM launched its Energy Opportunities Original investment strategy, which is a long only, equity investment strategy designed to capitalize on increasing energy expenditures necessary to supply the energy required by a growing global economy. In executing this strategy, OCM teamed with SCI, a leading independent investment bank specializing in the entire spectrum of the energy industry. Pursuant to a Research and Sub-Advisory Agreement, SCI provided OCM with energy research and sub-advisory services used by OCM in the execution of the Energy Opportunities Original strategy.
No assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.