A complete list of active advisors currently associated with Orion-Archstone Asset Management Inc.

Warmer can help you find a great advisor at Orion-Archstone Asset Management Inc. or one who fits your needs even better.

Orion-Archstone Asset Management is an independent, single‑advisor registered investment adviser managing roughly $1.8 million for a very small client base. The firm provides discretionary portfolio management, financial planning and consulting and serves individuals, trusts and estates, small businesses and nonprofit organizations as well as pension and profit‑sharing plans. The firm’s investment approach blends fundamental and technical analysis with proprietary rule‑based and quantitative models to implement tactically managed asset allocations, and it commonly uses options and other hedging tools to seek lower downside exposure. Portfolios are customized to client objectives and may use margin, short sales and shorter‑term trading in more aggressive accounts while generally maintaining a long‑term, value‑oriented framework. Noteworthy differences from many peers include providing pension and profit‑sharing plan consulting, a service that is relatively uncommon among solo independent advisers, and an expressed plan to operate a 3(c)(1) quantitative investment vehicle that would employ performance‑based compensation. The firm’s principal brings advanced quantitative education and institutional trading and analytics experience, supporting a focus on quantitative screening and technical timing that is atypical for a practice of this scale.

To learn more about the advisors currently working at Orion-Archstone Asset Management Inc., 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.