How does the advisor help clients – Key Takeaways:
ORION CAPITAL MANAGERS LLP (OCM) is a financial services firm that provides expert advice and guidance to clients on managing their assets. With a team of experienced advisors and a diverse range of financial services offered, OCM strives to help clients achieve their financial goals.
Facts and Insights
Founded in 2005, OCM has over 15 years of experience in the financial industry. As of 2020, the firm reported assets under management (AUM) of $2.5 billion and had a team of 20 advisors. OCM prides itself on its team’s expertise and commitment to providing personalized financial solutions for its clients.
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2020 | $2.5 billion | 20 |
| 2019 | $2.2 billion | 18 |
| 2018 | $1.8 billion | 16 |
Financial Services Offered
OCM offers a wide range of financial services that cater to the diverse needs of its clients. These services include portfolio management, retirement planning, tax planning, estate planning, and investment planning. OCM’s team of advisors works closely with clients to understand their financial goals and provides customized solutions that align with their objectives.
Client Types
OCM serves a range of clients, including high-net-worth individuals, families, and institutions. The firm’s personalized approach and expertise in managing diverse portfolios make it an ideal choice for clients looking for comprehensive financial services.
Fees & Compensation
OCM charges a fee based on a percentage of assets under management. The firm’s fees are competitive and vary based on the size and complexity of the client’s portfolio. OCM’s advisors are committed to operating under a fiduciary standard, ensuring that clients’ best interests are always a top priority.
Background
OCM was founded by a team of financial experts with over 30 years of combined experience in the industry. The firm’s mission is to provide clients with the highest level of financial expertise and unmatched customer service. OCM’s team consists of certified financial planners, chartered financial analysts, and other qualified professionals who undergo regular training and education to stay updated on the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, OCM is required to disclose any potential conflicts of interest to clients. Some potential conflicts of interest for OCM may include receiving compensation from third-party products and services, as well as affiliations with other financial institutions. However, OCM is committed to transparency with its clients and takes necessary measures to avoid conflicts of interest.