Becoming our client is a quick and straightforward process.

The first step is a face-to-face or phone meeting during which we discuss your financial circumstances and determine what you endeavor to achieve through investing.  We also ascertain your tolerance for portfolio volatility and investigate any other pertinent factors of your life that may impact your investment strategy.  We then formulate a mutually-agreeable investment plan.

Once we begin to invest on your behalf, we are available to you anytime to discuss your accounts, the financial markets, the economy or any other relevant topic.  You should expect and will receive our objective, frank investment advice and our unvarnished views about the state of the investing environment.

To arrange an obligation-free discussion with us about your financial situation, please call us at 619-435-1701 or email us at info@orioncapitalmgmt.com.