Why should you hire Orion Capital Management as your financial advisor?

• Discipline - Most investors lack a specific plan or strategy. As a result, their decisions are ruled by emotions. This inevitably leads to mistakes at the worst times—times of extreme optimism and pessimism. Our simple yet disciplined investment approach ensures financial decisions follow deliberate and well-defined steps designed to achieve long-term goals.


• People - Our investment advisors have more than 120 years of combined investment experience. Many have been members of exchanges and have made their livings as professional investors, not simply in a sales role.


• Performance - Our diversified, asset allocated investment strategy, with a focus on low costs and tax efficiency, virtually ensures our clients will garner competitive long-term capital market rates of return. We believe minimizing the risk of underperformance is every bit as important as the drive to outperform—particularly for those clients approaching retirement.


• Conflict Free Advice - We charge no commissions, sell no products, and are compensated only by the asset-based fees paid to us by our clients. You will only receive objective, unbiased financial advice from us. We put ourselves in your shoes and ask ourselves at every turn, "What would I do if this were my money?"


• More Than a Money Manager - Our years of experience, education and credentials make us uniquely qualified to provide financial advice regarding retirement, taxes, insurance, estate planning, and philanthropic issues.


• Frequent and Candid Communication - Hiring Orion as your financial advisor means giving us full discretion in the management of your investment assets. In our view, this increases the importance of frequent communication. We provide monthly account analysis and commentary. We send out periodic reports addressing important investment and wealth management topics. We are available to meet with our clients to review their accounts and answer questions whenever the client feels it is necessary .


• On-going Investment Research and Portfolio Management - Through diligent research, we seek to ensure our clients are invested in the most appropriate asset classes using the best available investment vehicles.


• Focus on After - Tax Returns - We have a saying around here: "it's not what you make, but what you keep." We attempt to maximize after-tax returns. This influences everything we do when taxable assets are being managed. From minimizing portfolio turnover (trading), to tax loss selling strategies, to putting clients' most highly taxed assets in their tax-deferred accounts, we seek to minimize realized gains and taxable income.


• Providing Income in Retirement - Many of our clients draw income from their investment portfolio in retirement. We specialize in providing for these withdrawals in the most tax efficient way possible.


• Cheaper Than Doing it Yourself - Our competitive management fees combined with our dedication to keeping investment costs low means hiring Orion as your financial advisor is often less expensive than doing it yourself. Our extensive use of passively managed institutional funds helps to keep total annual costs well below the average mutual fund fee.