I founded Orion Capital Management LLC in 2002 with a clear mission: to grow and protect our clients’ wealth by implementing durable and resilient investment and planning strategies that are customized to each client’s unique circumstances, needs and goals. Orion is an independent, fee-only Registered Investment Advisor (RIA). We are committed to providing our clients portfolio management that is grounded in objective research and judgment. As a fee-only firm, we receive no commissions or other fees based on transactions and we do not sell any financial products. We work directly with clients to understand their investment goals and challenges and to find the best solutions to fit their individual needs. We offer clients a range of personalized investment options from conservative funds to more aggressive customized portfolios. We specialize in helping busy professionals who are self-employed or own a small business maximize their tax savings and accelerate retirement account growth through the most appropriate retirement plans. Defined benefit plans are a great, often-untapped, vehicle for many business owners and self-employed professionals to achieve their retirement goals. If you would like more information about our firm and our services, please call 619-435-1701, email: thoms@orioncapitalmgmt.com, or Connect with me.
I founded Orion Capital Management LLC in 2002 with a clear mission: to grow and protect our clients’ wealth by implementing durable and resilient investment and planning strategies that are customized to each client’s unique circumstances, needs and goals. Orion is an independent, fee-only Registered Investment Advisor (RIA). We are committed to providing our clients portfolio management that is grounded in objective research and judgment. As a fee-only firm, we receive no commissions or other fees based on transactions and we do not sell any financial products. We work directly with clients to understand their investment goals and challenges and to find the best solutions to fit their individual needs. We offer clients a range of personalized investment options from conservative funds to more aggressive customized portfolios. We specialize in helping busy professionals who are self-employed or own a small business maximize their tax savings and accelerate retirement account growth through the most appropriate retirement plans. Defined benefit plans are a great, often-untapped, vehicle for many business owners and self-employed professionals to achieve their retirement goals. If you would like more information about our firm and our services, please call 619-435-1701, email: thoms@orioncapitalmgmt.com, or Connect with me.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- 2002
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 1330 Orange Ave California Coronado
- City
- Coronado
- Region
- California
- Postal Code
- 92118
- Country
- United States