Orion Capital Management LLC
An Independent Investment Manager Serving Individuals & Institutions
1.Experienced Portfolio Management Team
Our portfolio management team has had extensive experience at prominent firms in the U.S. and the U.K. managing both investment bank proprietary funds and institutional portfolios. We have a demonstrated track record of investment success in a variety of market environments.
2.Differentiated Investment Strategies
We specialize in equity and option-based alternative investment strategies specifically designed for qualified investors seeking superior investment returns over a market cycle.
Our four separate account strategies are:
Covered Call
NavigatorSM (Hedged Equity)
Inflation Hedge
Long Only
Learn More
3.Independence
Orion Capital Management LLC is not affiliated with any other company. We work for our clients only.
4.Asset Security
Our firm does not take custody of client assets. A separate account is set up in the client's name only at an institutional custodian. Our clients grant us limited power-of-attorney to manage the investments within their accounts. We never commingle our clients' assets.
5.Transparency
Clients can access their accounts online at any time to see their transactions and investments. Every security in which we transact is publicly-traded.
6.Full Liquidity
Our clients are free to move money into or out of their accounts at any time. There is no cost to open or close an account with us. Clients can close their accounts at any time with no advance notice and no penalty.