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                           Orion Capital Preservation Portfolio

Orion Wealth Management Capital Preservation would be most appropriate for an investor with a conservative risk tolerance and a short-term time horizon. The portfolio seeks to provide investors with capital preservation and current income to help cover unexpected expenses.

 

 Orion Conservative Income                                              

Orion Wealth Management Conservation Income would be most appropriate for an investor with a moderate risk tolerance and an intermediate-term time horizon. The Portfolio seeks current income and preservation of capital through a diversified portfolio of high-quality bonds and dividend-paying equities.  

 

                                                            Orion Growth and Income

Orion Wealth Management Growth and Income would be most appropriate for an investor with a moderate risk tolerance and a long-term time horizon, who favors growth and income. The Portfolio seeks to provide capital growth through a variety of stocks, and income through dividend-paying companies and fixed income securities.

 

                                                            Orion Growth Portfolio

Orion Wealth Management Growth would be most appropriate for an investor accustomed to risk with a long-term time horizon. Orion Growth seeks to help investors pursue long-term growth through a focus on U. S. companies.  

 

                                                           Orion Dynamic Dividend Growth Portfolio

Orion Wealth Management Dynamic Dividend Growth would be most appropriate for an investor accustomed to risk with a long-term time horizon. The portfolio seeks long term growth and will generally focus on companies demonstrating solid fundamentals while prioritizing larger dividends. We utilize fundamental analysis to help uncover companies that meet our criteria. We also employ a sell discipline that aims to lessen the effects of long-term bear markets. Orion Wealth Management Dynamic Dividend Growth seeks to invest in many of the world's most recognized companies in the global economy.                                                             

 

                                                               Orion Strategic Income Portfolio

Orion Wealth Management Strategic Income would be most appropriate for an investor accustomed to risk with a long-term time horizon who seeks income generation. The goal of the portfolio is to distribute dividends on a quarterly basis. The portfolio utilizes a core concentration approach of Investment Grade Preferred Stocks in many of the world's most recognized companies in the global economy, which can be adjusted based on the investor's risk and return expectations.

 

Custom Portfolios Available by Request - Minimum $100K

  • Legacy Holdings
  • Tax Considerations
  • Socially Responsible
  • "Green" Investing
  • Theme Portfolios

 

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  Asset allocation does not ensure a profit or protect against a loss.

Stock investing involves risk including loss of principal. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
 
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

Cash alternatives are subject to various risks, such as market or credit risk, and may lose value.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors.
 
Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
 
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
 
The Standard & Poor's 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. The S&P 500 is an unmanaged index which cannot be invested into directly.  Past performance is no guarantee of future results.
 
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.