A complete list of active advisors currently associated with Executive Services, LLC
Warmer can help you find a great advisor at Executive Services, LLC or one who fits your needs even better.
Executive Services, LLC d/b/a ORION Investments provides ongoing discretionary portfolio management and financial planning services to individual and high‑net‑worth clients. The firm prepares individualized investment policy statements and offers tailored implementation and monitoring across mutual funds, equities, fixed‑income securities and ETFs. The firm’s investment approach combines charting, fundamental, quantitative and technical analysis and employs both long‑ and short‑term trading techniques, including the use of options and margin when appropriate. Executive Services documents client risk tolerances and seeks fair allocation of investment opportunities among accounts as part of its fiduciary process. Noteworthy for an independent advisory firm, the principal maintains insurance and broker‑dealer affiliations and, from time to time, offers commissionable insurance and brokerage products; these outside relationships are disclosed in the firm’s brochure. The firm also participates in institutional custody platforms that provide research and practice‑support services, does not aggregate trades across client accounts, and operates with a very small client base.
To learn more about the advisors currently working at Executive Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 27
|
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