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Disclosure: Orion Capital Management LLC (“Orion”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). The firm offers advisory services in the State of California and in other jurisdictions where registered or exempted. Registration does not imply a certain level of skill or training. The information on Orion’s website or in its distributed commentary shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons or entities of another jurisdiction unless otherwise permitted by statute. Orion’s individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without the firm first complying with jurisdiction requirements or pursuant to an applicable state exemption.
The information on Orion’s website or in its distributed commentary is not investment, tax, accounting or legal advice. Orion is not a tax advisor. For tax advice individuals should consult their CPA. This information is also not an offer or a solicitation of an offer to buy or sell any security, or to be construed as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon in the making of investment decisions. All content on this site is for informational purposes only, and nothing herein should be construed as an investment recommendation. Opinions expressed herein are solely those of Orion, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas described on Orion’s website or in its distributed commentary should be discussed in detail with an investor’s personal financial advisors and legal counsel prior to implementation.
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Orion does not warrant that the information on Orion’s website or in its distributed commentary will be free from error. Your use of this information is at your sole risk. Under no circumstances shall Orion be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Orion or an Orion authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy or an offer to sell any security, or a recommendation to buy or sell any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
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2 Simple Steps to Effective, Low-Stress Investing
Broadly speaking, there are just two simple things investors need to do to enjoy lifelong, effective, low-stress investing:
Strategic investing mistakes mostly fall into one of two categories:
The way to avoid making either of the two above mistakes is to find out your personal risk tolerance and then position your portfolio to reflect this unique personal risk tolerance. If you do this, you can be comfortable during the inevitable fluctuations in the markets while still staying productively invested.
When we measure client risk tolerance, we measure it objectively with numbers, not with semantics. We use state-of-the-art risk assessment technology to determine, on a scale of 1 to 99, an investor’s Risk Number. You can find out your personal Risk Number by taking this short questionnaire.
Once we know a client’s Risk Number, we construct an investment portfolio that matches (or is very close to) the client’s Risk Number.
Matching the risk of a portfolio to a client’s risk tolerance is a simple and obvious concept. However, before the technology existed to numerically measure both a client’s risk tolerance and the client’s portfolio, it was not really possible to do.
Now it is.
We invite you to give it a try and find your Risk Number.
As a courtesy, if you complete your questionnaire to determine your personal Risk Number, we will analyze your current portfolio and determine its Risk Number to see if you are investing appropriately or if your portfolio is out of whack and in need of change.
Please don’t hesitate to reach out to us at thoms@orioncapitalmgmt.com if you have questions about the Risk Number process.
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