Independent investment advisory · Topanga
Reach higher.
Personal investment services tailored for you.
Orion Capital
An ownership mentality.
Orion Capital was founded in 2013 with the belief that investment advice and services should have an ownership mentality. We seek to help our clients invest in a way that provides maximum long-term appreciation; value investing is in our DNA.
Jonathan A. Buck, CEO / Security Analyst. Founded 2013.
Qualified Clients
The Owners' Portfolio
Good ideas are the one absolute necessity in the marketplace and there is no substitute for information. Finding companies that have strong financial positions and little debt is our specialty. Managing concentrated positions over years takes skill, but mostly it requires patience. Doing nothing is often the best thing.
Our Owners' Portfolio is a proprietary investment process hand-crafted from scratch. Our approach is dictated by the belief that our investors should consider themselves “Owners”. The companies we seek to invest in have withstood the test of time, and we appreciate their enduring competitive advantages. This Portfolio is available to Qualified Clients only.
Portfolio construction
Focus
Concentrated, unlevered, and built around an ownership mentality. A 5–7 year horizon. Zero to seven stocks.
Open the Focus page →The screen
Margin of Safety
Price is a qualitative decision. Company knowledge, then a ranking by earnings yield and return on capital.
How we determine Margin of Safety →Passive offering
Index, plus a few names we want to own.
Orion Capital offers low-cost, passive management that is unique in several ways. We typically recommend a broad-based index coupled with a few select individual equities. These are companies with whom we enjoy being associated, and we support them with our investments. Each investment is hand-picked to add long-term shareholder value, thus increasing the opportunity for compounded returns.
Personal C.I.O. · Security analysis
Concentrated position management.
Offered to individuals, families, and charity organizations.
Our Owners' Portfolio is a proprietary investment process hand-crafted from scratch. Our approach is dictated by the belief that our investors should consider themselves “Owners”. The companies we seek to invest in have withstood the test of time, and we appreciate their enduring competitive advantages. This Portfolio is available to Qualified Clients only.
Work with Orion.
Write Jonathan A. Buck in Topanga. You will hear back within 48–72 hours if a reply is needed.