Achieving long-term investment objectives requires a combination of art and science; experience and insight; perspective and innovation.
Faced with a galaxy of choices and variables, more and more investment fiduciaries are turning to independent counsel to assist with refining investment policy, determining and executing investment strategy and then regularly and rigorously monitoring results.
ORION Investment Advisors provides investment consulting and asset management services to institutional investors, including not-for-profit organizations, foundations, endowments, hospitals, educational institutions, pension funds, defined contribution plans, and corporations. ORION is a Registered Investment Advisor and a subsidiary of the Olcott Consulting Group (OCG), an independent, employee-owned investment consulting and asset management firm.
Our team of consultants, research and operations professionals has more than 100 years’ collective experience helping fiduciaries manage successfully the assets entrusted to them.
We adhere to a disciplined, time-tested investment process that clearly and consistently focuses on your organization. We believe the management of fiduciary assets requires special expertise and care and that educating our clients is a key ingredient to long-term success.
As an independent, employee-owned firm, we provide objectivity, unencumbered by the vagaries which can buffet large investment and brokerage firms. The scandals, mismanagement and periodic restructurings on Wall Street do not affect our clients. Nor do the periodic questions about conflict of interest which other firms have faced.
ORION offers clients the best of both worlds: the service and laser-sharp focus of a boutique firm coupled with the resources which rival the largest investment firms. Through alliances with firms like Callan Associates, Wells Fargo Advisors Financial Network and Schwab Institutional, our consultants have access to a breadth and depth of research and opinion which frankly cannot be found in any single firm alone. For more information on ORION’s considerable resources, click here.