Peter Thoms, CFA

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At Orion we recognize that each client is unique and has individual investment needs and goals. We work directly with clients – including individuals, corporations and foundations – to understand their investment goals and challenges and to find the best solutions to fit their individual needs. We offer global and domestic investment management, retirement planning, defined benefit pension plans and corporate retirement plans. Orion Capital Management LLC is an independent, fee-only Registered Investment Advisor (RIA). We are committed to providing our clients portfolio management that is grounded in objective research and judgment. As a fee-only firm, we receive no commissions or o...

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Peter Thoms, CFA

Cut Your Tax Bill Each Year With This Plan

Self-Employed? You Could Be Saving Thousands on Your Taxes

A Powerful Tax Strategy For Locum Tenens

Retirement Plan for Self-Employed Professionals