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Sean F

Series 66

St Louis, MO

Orion Investment Co

Sean Florentin is a financial advisor at Orion Investment Company with four years of industry experience. He previously worked for Lazard Asset Management for seven years. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and various institutional clients. The firm follows a long-term investment approach centered on a written “Target Portfolio,” emphasizing income, individual security selection, and low turnover.

Income planning
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Frederic S

Series 66

St. Louis, MO

Orion Investment Co

Frederic Sauer is an investment professional at Orion Investment Company with 21 years of industry experience. He holds a Series 66 designation and has been with Sauer Dazey Investment Company since 2004. Outside of his advisory work, he serves as president of Capplanco Eight, Inc., an S-corporation that owns rental real estate and securities investments. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and various institutional clients. The firm focuses on a long-term, low-turnover investment approach centered on gradually building a written “Target Portfolio” over three to five years, emphasizing income and careful security selection.

Income planning
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Fred S

Series 63

St. Louis, MO

Orion Investment Co

Fred Sauer is a financial advisor with Orion Investment Company in St. Louis, MO, holding a Series 63 designation and over 31 years of industry experience. He has been with Orion since 1988 and serves as the firm’s president. Outside of his advisory role, Sauer is president of Americas Cultural Studies, a publishing business he has led since 1993. Orion Investment Company provides discretionary portfolio management to a diverse client base, including individuals, families, trusts, corporations, retirement plans, and various institutional clients. The firm follows a long-term investment approach centered on building written target portfolios over three to five years, emphasizing income, careful security selection, and low turnover.

Income planning
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Charles M

Series 63, Series 65

St Louis, MO

Orion Investment Co

Charles Mcenery III is an investment professional at Orion Investment Company in St. Louis, MO, with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Sauer, Dazey Investment Company since 2015. Outside of his advisory role, he serves as trustee of a residential subdivision. Orion Investment Company provides discretionary portfolio management to a diverse client base including individuals, families, trusts, corporations, and institutional entities such as banks and sovereign-wealth clients. The firm emphasizes a long-term investment approach based on a written "Target Portfolio," focusing on income generation, individual security selection, and low turnover.

Income planning
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