Orion Capital Management provides customized portfolio management and financial planning services for individuals, families, trusts, and business entities. Founded in 2002 and led by Chartered Financial Analyst Peter Thoms, Orion designs personalized investment strategies using individual stocks, exchange-traded funds, bonds, mutual funds, real estate investment trusts, and options. In addition to managing investments, Orion offers comprehensive financial planning covering retirement, taxes, risk management, college savings, cash flow, debt management, and estate planning. The team includes multiple professionals holding the Certified Financial Planner designation. Orion tailors portfolios to each client's specific goals and risk tolerance while allowing clients to restrict certain types of investments. The firm emphasizes active fundamental analysis and macroeconomic research when making investment decisions. Orion requires a minimum of $250,000 in assets under management for new clients, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fees normally range from 0.90% to 1.50% based on assets and strategy, but rates are set at Orion's discretion and are negotiable. All households are subject to a minimum quarterly fee of $950.