A complete list of active advisors currently associated with Orion Investment Co

Warmer can help you find a great advisor at Orion Investment Co or one who fits your needs even better.

Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and retirement and profit-sharing plans, tailoring portfolios around clients’ income needs, long-term goals, and risk tolerances. The firm documents a schematic “Target Portfolio” for each client and implements that plan over a three- to five-year horizon. The firm’s investment process is grounded in continuous fundamental research using public filings, company events, industry conferences, and third‑party research, with an emphasis on slow, careful accumulation of positions, a long-term time horizon, and limited trading. Client accounts are reviewed quarterly by multiple members of an internal investment committee and are subject to additional, near‑continuous review when the committee decides to add or trim holdings, often executed as block trades. Orion’s operating profile includes features that set it apart from many similarly sized advisers: it is affiliated with a registered broker‑dealer that the firm recommends to effect client trades and that receives clearing rebates tied to a bank deposit program, and the firm generally avoids open‑end stock or bond mutual funds and does not vote client proxies. The firm manages roughly $443.5 million for about 627 clients with three advisors (about 200+ clients per advisor), producing a higher client load per advisor than is typical for supported firms.

To learn more about the advisors currently working at Orion Investment Co, 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.