Alignment of Interests
As a fiduciary, we put the interests of our clients first. We do not accept commissions and therefore have no financial interest in purchasing any particular security. We make investments for one reason only—because we think they will be profitable for our clients. And we invest our own capital right alongside our clients in the same securities and strategies.
Orion Capital Management LLC is not affiliated with any other company. We work for our clients only.
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Introduction
Orion Capital Management LLC is a privately-owned independent Registered Investment Advisor founded in 2002. We provide investment management services to individuals, trusts, corporate pension and profit sharing plans, foundations and other institutional investors in a secure and transparent separately managed account format.
We are committed to offering our clients portfolio management that is grounded in our independent investment research and objective judgment.
Our portfolio managers have over 30 years of combined experience at top-tier investment firms managing mutual funds, pension funds and investment bank proprietary funds.
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