The Menach Capital Story

The Menach Capital Story

Menach Capital was founded by Ory Schwartz following a successful career in commercial mortgage banking at NorthMarq. Encouraged by family, friends and professional relationships to bring his disciplined approach and client-first philosophy to wealth management, Ory launched Menach Capital.

The name Menach is derived from Ory’s middle name, Menachem – a Hebrew name meaning “to comfort”. That meaning underscores the firm’s core purpose: to provide clients with clarity, confidence and comfort knowing that every recommendation is made with integrity and in their best interest.

At Menach Capital, there is no selling – only guidance. The firm’s mission is to provide independent, honest and transparent counsel, offering clients thoughtful insight into a wide range of investment opportunities while helping shepherd each individual toward what is in their best interest.

While we operate independently under our own brand, Menach Capital, Ory Schwartz is an Investment Adviser Representative (IAR) of Caitlin John, LLC, a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). This structure allows Ory to maintain the freedom to run his own practice and serve clients personally, while leveraging the resources, compliance and technology infrastructure of a larger SEC-registered RIA. As a client, your advisory agreement will be with Caitlin John, LLC, but your relationship and experience will be directly with Ory and his independent firm. This model is similar to how independent real estate agents operate under a larger brokerage – you get the best of both worlds; personal attention and institutional support.

Investment Advisory Services offered through Caitlin John, LLC (CJ), a SEC Registered Investment Adviser. Menach Capital, LLC is a separately branded business name used by an Investment Adviser Representative of CJ. CJ and Menach Capital, LLC are not affiliated legal entities.”