At Orion Capital Management, Inc., we are focused, independent, and committed to the highest possible quality service for our clients. Our structure supports continuity and exceptional responsiveness. We believe teams of professionals, who bring a high level of competence in their specific fields to each client situation, will best serve our clients. Such teams incorporate the checks and balances necessary to provide clients with objective advice and high quality service. We currently maintain relationships with the following entities to provide our clients a broad array of professional, objective and inclusive fee only services at reasonable prices.

TD Ameritrade Institutional provides our clients with complete custodial services for their assets at discounted prices.

Dimensional Fund Advisors, one of the largest institutional money managers in the world, offers investment solutions to our clients that are usually reserved for only the largest corporations and retirement plans in the world.

FinanceWare provides our clients with a planning platform allowing them to visualize goals, realistically plan how to achieve their stated goals and finally monitor their progress toward reaching those goals on an ongoing basis.

Capital Trust Company of Delaware provides a variety of trust services to clients unencumbered by the conflicts of interest normally found in traditional bank surroundings. In addition, they offer clients all the benefits and advantages of a Delaware domiciled trust.