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Caldwell & Orkin, Inc.

5185 Peachtree Parkway, Suite 370
Norcross, Georgia 30092-6542
United States
 
Contact :      Mr. William C. Horne
Phone :       (800) 237-7073
Fax :             678-533-7868
Email :         bill.horne@caldwellorkin.com
Web :           http://

Caldwell & Orkin, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $300
Tax-Exempt Managed ($Mil) : $2
Taxable Assets Managed ($Mil) : $298
Year Founded : 1982
Wrap Programs Offered? : No
# of Accounts Managed : 34
In-House Research : %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Caldwell & Orkin, Inc. History

The roots of our Firm go back to 1948 when Gene Caldwell began his distinguished career. At that time he was employed at what we know today as SunTrust Company. In 1955, Gene and Louis Montag founded the first southeastern money management firm, Montag & Caldwell. Gene left Montag & Caldwell in 1977 to pursue a new style of managing money which he had been researching and developing. Gene joined Oppenheimer Capital in New York where he was able to put his techniques to work. It was during that time that Michael Orkin first worked with Gene. Previously, Michael worked with Ned Davis (a former "Wall Street" elf) and Joe McNay of Essex Investment Management. In January, 1986, Gene came back to Atlanta where he and Michael again worked together. They managed accounts in the style founded on the belief that no one investment discipline works all the time, but rather that different market environments require a different investment focus. Gene retired in the spring of 1992. After 13 years experience, Michael Orkin became the managing principal of Caldwell & Orkin, Inc. using the style of management predicated on the proven concepts learned from Gene Caldwell.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
28
$32.1
 
Limited Partnership :
4
$3.8
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
2
$264.1
Total # of Professional : 5 Analysts : 1
Portfolio Managers : 1 Traders : 1
Client Service : 1 Operation : 1

Caldwell & Orkin, Inc. Personnel

Mr.  William Horne

Client Contact
Tel : 800-237-7073
Email: Bill.Horne@CaldwellOrkin.com

Caldwell & Orkin, Inc. Product Name

Balanced Account:Privately Managed Accounts
Equity Account:Privately Managed Accounts
Report Created: January,26 2020.  Copyright Money Manager Review , All rights Reserved.
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