In The News...

June 22, 2016


ORION’s Rob Olcott Receives ASAE’s Highest Individual Honors for Exceptional Leadership


McLean,VA – Rob Olcott, Managing Director of ORION Investment Advisors, has been named to receive the 2016 “Academy of Leaders Award” from the American Society of Association Executives (ASAE). The award will be presented at ASAE’s Annual Meeting & Exposition in Salt Lake City in August. The “Academy of Leaders” Award is presented annually by ASAE to the individual who demonstrates exemplary support of ASAE and the entire association community.

ASAE is a membership organization of more than 21,000 association executives and industry partners representing 9,300 organizations. Its members manage leading trade associations, individual membership societies and voluntary organizations across the United States and in nearly 50 countries around the world. With support of the ASAE Foundation, a separate nonprofit entity, ASAE is the premier source of learning, knowledge and future-oriented research for the association and nonprofit profession, and provides resources, education, ideas and advocacy to enhance the power and performance of the association and nonprofit community

 “It is a great honor to be named to receive this award, Mr. Olcott said. “Having spent my entire career working for and with associations and the non-profit community, I’ve had the good fortune to meet and learn from some of the best and brightest thinkers, true visionaries, in our industry. To be considered among this company, in any way, is a tremendous privilege.”

Rob has been active in the association community for nearly 40 years, having joined both ASAE and GWSAE in 1977.  Over this span, first as an association executive and now as a business partner, he has served on numerous boards and committees, authored articles on a wide variety of subjects pertaining to the governance, operations and financial management of associations and conducted or participated in more than 50 educational and training sessions for organizations such as the American Society of Association Executives, the Greater Washington Society of Association Executives, Association Forum,  the American Institute of CPAs, the Greater Washington Society of CPAs, The Finance and Administration Roundtable and the National Business Officers Association.

In 2010 Rob was named an ASAE Fellow and in the same year he earned an Accredited Investment Fiduciary (AIF®), a certification awarded by fi360. The AIF® designation reflects a commitment to the highest legal and ethical standards in serving clients. In 2009 and each year since then, Rob has been named one of America’s Top Advisors by Barron’s magazine*.

ORION Investment Advisors is a Registered Investment Advisor which provides investment consulting and asset management services to non-profit organizations and individuals throughout the US.

 


Named as one of the Top 1000 Advisors by Barron’s Magazine   2009, 2010, 2011 and 2012, 2013, 2014, 2015, 2016*

*Barron’s Top 1200 Advisors (2014, 2015, 2016) The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component. The advisor completed a detailed online survey to be considered for ranking. 

*Barron’s Top 1000 Advisors (2010, 2011, 2012, 2013) The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component. The advisor completed a detailed online survey to be considered for ranking.   

*Barron’s Top-1000 Advisors (2009) The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment

 

May 12, 2016

ORION Investment Advisors has been selected to speak at the 2016 GWSCPA 28th Annual NonProfit Finance & Accounting Symposium.

Active vs. Passive Investment Management - True Costs 
Wednesday, November 30, 2016 10:15am-11:30am 

Ahmed Farruk, CIMA, CIF
Deputy Management Director / ORION Investment Advisors 
McLean, VA
Robert Olcott, CAE, CIMA, AIF
Managing Director / ORION Investment Advisors 
McLean, VA


 Session Description:
Let’s Just INDEX It All! Perhaps you may have heard a Board member or two make this statement in 2011, when nearly 85% of domestic equity funds underperformed their benchmarks. Or in 2014, when this figure was approximately 80%. The debate between Active versus Passive management seems never-ending. Each side can make a strong case, with solid statistics that back it up. However, since the debate can often be muddled by the professional biases and business interests of those doing the debating (i.e., index fund managers versus active managers), investors are often left with a sense of confusion. It doesn’t have to be this way. Join us for an objective, unbiased look at the issue, where we balance the pro’s and con’s of each approach, clear up some common misconceptions, examine current trends, and help you in making an informed decision.

Session Highlights/Objectives:
1. Understand the potential benefits and pitfalls of both active and passive management. 
2. Debunk some commonly held myths regarding each approach.
3. Understand why some managers outperform and why so many underperform. 
4. Consider key information that will help you develop an investment strategy in the uncertain investment years to come.

 

May 10-11, 2016

ORION Investment Advisors will participate again this year at the 2016 ASAE FHRBOC Conference at the Walter E. Washington Convention Center.  Please stop by our booth! To learn more about FHRBOC and to register for the conference click here

 

May 3, 2016 

ORION Investment Advisors is pleased to announce that Joe Syron will speak at the GWSCPA HR Conference. 

 

March 12-15, 2016

ORION Investment Advisors is pleased to announce that Rob Olcott has been selected to speak at this year's ASAE Great Ideas's conference held in Colorado Springs, Colorado.  

 

March 5, 2016

Rob Olcott, founder of OCG and ORION Investment Advisors was just named one of America's Top 1,200 Financial Advisors by Barron's. This is the eight consecutive year he has been named to this elite group! To read more click here.

 

February 21-24, 2016

ORION Investment Advisors will participate in the NBOA conference in Los Angeles, CA.   Please join us for this event! To register for this conference click here

 

December 14-15, 2015

ORION Investment Advisors will participate in this year's Association Forum of Chicagoland's Holiday Showcase.

 

​May 22, 2015

ORION Investment Advisors will be a sponsor at this year's Association Leadership Awards on September 22, 2015. 

https://origin.ih.constantcontact.com/fs118/1110879290442/img/24.jpg

 

May 18, 2015

Join ORION Investment Advisors at Forum Forward June 16-17 

Get Ready for a “Best-in-Class” Experience for Forward-Thinking Association Professionals

 

June 16-17 | Chicago, IL 

 

ORION Investment Advisors is exhibiting at Forum Forward™ and we’re hoping that you will make plans to attend the event and visit us in the Forum Forward Innovation Hub.

 

When you attend Forum Forward, you’ll experience a whole new approach to learning and networking that’s been designed exclusively for the brightest minds in the association industry. For one-and-a-half days, leaders like you will come together to look at what’s next for your members and your organization.

 

As a Forum Forward exhibitor/sponsor, I’m confident that by attending this event you’ll go beyond being ahead of the curve—you’ll be among the leaders who are repaving the road to engagement, innovation and the association model of the future.

 

  • Get the knowledge you need with high-octane education—Capitalize on big data, build a bigger community, engage the next generation and much more;
  • Become empowered with fresh perspectives—The lineup of expert speakers will fuel visionary thinking to help you uncover new solutions;
  • Put your hands on innovative solutions—The Forum Forward Innovation Hub is the place to touch, feel and test the new tech and tools that will reshape the way associations operate; and
  • Celebrate and salute—Culminate Forum Forward at Honors Gala, a spectacular evening of fine dining and paying tribute to our industry’s finest Honors Awards winners.

 

The future happens fast. Accelerate your association™.

 

Learn more and register today!

March 23, 2015

 

ORION Investment Advisors is pleased to announce that we will speaking at the Finance, Human Resources and Business Operations Conference that will be held June 4-5th at the Walter E. Washington Convention Center in Washington, DC.

 

Rob Olcott will present Benchmarking Your Investment and Retirement Plan Assets.

 

Ahmed Farruk will present Do Alternative Investments Still Make Sense?

We hope to see you at FHRBOC!  For more information click here.

 

February 21, 2015

Rob Olcott, founder of OCG and ORION Investment Advisors was just named one of America's Top 1,200 Financial Advisors by Barron's. This is the seventh consecutive year he has been named to this elite group and, as Rob says: " This is a recognition which, as I have said before, is a reflection not so much on me but on our talented team of professionals and our commitment to providing excellent customer service."

 

 

December 17, 2014  

ORION Investment Advisors participated in the GWSCPA's 2014 Nonprofit Finance & Accounting Symposium held at the Omni Shore Hotel in Washington, DC. Rob Olcott and Joe Syron facilitate a discussion with participants.

RJ-GWSCPA-Cover-Style

 

September 30, 2014

ORION Investment Advisors is pleased to announce that on February 25, 2015 we will be speaking at the NBOA Annual Meeting in Boston.  To register for this event click here.​

August 9, 2014

ASAE releases its research effort, Association Investment Policies, Practices and Performance, a comprehensive study of investments specific to associations.  ORION Investment Advisors was pleased to co-author the study, which examines how Associations manage investment reserves from the perspectives of governance structure and investment strategy.  The study also looked at returns on investment reserves, segregated by portfolio size.  It can be purchased through ASAE here.

 

August 4, 2014

ORION Investment Advisors volunteer with the Boys & Girls Club of Greater Washington Fairfax. The office participated in the character store for the kids in the Culmore and Murrygate clubs.

 

August 1, 2014

ORION Investment Advisors to conduct two educational sessions at ASAE Annual Meeting & Expo in Nashville.  Both sessions will be on Monday, August 11th at the Music City Center.

Benchmark Your Investment and Retirement Plan Assets with Rob Olcott

Get The Most Out Of Your Trusted Advisors with Ahmed Farruk.

 

July 11, 2014

ORION Investment Advisors is selected to be a speaker at the 2014 Nonprofit Symposium held by the Greater Washington Society of CPAs. The symposium will be held December 16-18, 2014 at the Omni Shoreham Hotel in Washington, DC. Click here to read more about the symposium.

 

May 30, 2014

Ahmed Farruk reappointed to ASAE Finance and Business Operations Section Council for 2014-15.

 

May 28, 2014

ORION’s parent, Olcott Consulting Group, celebrates its 25 year anniversary.  A client reception was held at the International Spy Museum.

 

May 18, 2014

ORION Investment Advisors will be conducting an educational session at the ASAE FHRBOC Conference to be held at the Walter E. Washington Convention Center May 28-29.

Understanding The (TRUE) Costs of Investing

 

April 30, 2014

ORION Investment Advisors participates in the 12thannual Delcor Food Drive to raise funds for the Capital Area Food Bank.  Click here to learn more.

 

February 24, 2014

Rob Olcott named to Barron’s Top 1200 Advisors list for 2013.  This is the fifth consecutive year that Rob has received this honor.  Thank you to all of our valued clients for making this possible.

 

February 20, 2014

ORION Investment Advisors will be exhibiting at the NBOA Annual Meeting in Orlando March 2-5.  ORION will also be conduction a Goldmine educational session on March 5.

 

September 29, 2013

ORION Investment Advisors quoted in Washington Post article today on the potential for rising interest rates.  Click hereto read more. 

 

June 1, 2013

ORION Investment Advisors to lead ASAE Virtual Huddle on June 25th from 2-2:30pm on Best Practices for Retirement Plan Fiduciaries.  Registration is now open. 

 

April 28, 2013

ORION Investment Advisors will be conducting an educational session at the ASAE FHRBOC Conference April 30-May 1.

 

February 14, 2013

ORION Investment Advisors will be conducting an educational session at the NBOA Annual Meeting in Philadelphia February 24-27.

The Seven Habits of Highly Ineffective Investment Committees