Orion Capital Management LLC

An Independent Investment Manager Serving Individuals & Institutions

Alignment of Interests
Orion is an independent firm that is not affiliated with any other company.  We have structured our firm to align our interests as closely as possible with the interests of our clients. We do not work on commission, so we have no financial interest in buying any particular stock, bond, or fund.  We have no arrangements to market any other company’s investment products.  Simply put, we make investments for one reason only:  because we think they will be profitable for our clients.

A Focus on Customized Portfolio Management
We create and manage a unique investment portfolio for each client.   Because our only business is portfolio management, we are focused on researching investment opportunities and on designing, implementing and monitoring customized portfolios for each of our clients.

Simplicity & Convenience
We do our best to make things simple for our clients, many of whom have their assets spread across numerous taxable and tax-deferred accounts. We manage multiple accounts for many of our clients, but we consolidate all their holdings onto a single, detailed quarterly statement. Our statements enable our clients to view their positions and asset allocation in total, rather than having to interpret multiple statements.