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Orion Capital Management, Inc. ("Orion") is an SEC registered investment adviser located in Winnetka, Illinois with a satellite office in Naples, Florida. Orion and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC registered investment advisers by those states in which Orion maintains clients. Orion may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Orion's web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of Orion's web site on the Internet should not be construed by any consumer and/or prospective client as Orion's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Orion with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Orion's current written disclosure statement discussing Orion's business operations, services, and fees is available from Orion upon written request. - Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
- Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by the adviser), or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third-party website, will be profitable or equal to past performance levels.
- All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio.
- Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
- Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.
- Tax information provided by the adviser is general in nature. Always consult a tax professional regarding your specific or tax situation.
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