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  • WSJ's Your Money Matters, March 10, 2010
    It's something job seekers often wonder: Do you really need to submit a cover letter with your resume? ... And, we have a list of tax tasks for procrastinators to take care of this month. Jim Chesko reports.


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Overview
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For centuries travelers have relied upon the stars to guide them to their destinations. The constellation Orion is one of our favorite star groups. It dominates the winter sky and is easily recognizable on those cold, clear winter nights. We have adopted Orion as our symbol because it represents a constant in life. It is our promise to you that we will act as your guide as you strive to fulfill your personal financial goals.

First and foremost we are Investment Advisors. This is where our experience and expertise lie. We are all past members of various Chicago exchanges. We have all made a living filling orders, trading for ourselves, providing research to major brokerage firms or managing floor operations. Our various experiences have given us keen insights into the market. When we begin working with a new client, we begin from the point of view of growing and conserving your financial assets.

Our mission is to deliver a successful investment experience to our clients by helping them reach their financial goals with the least amount of worry. In addition, we recognize that controlling cost is a very important part of our mission. For this reason, when we designed our business, we chose to be FEE ONLY advisors accepting no other form of compensation and to utilize discount brokers as custodian for our client accounts. We add value by delivering cost effective, reliable, unbiased portfolio management.