Orion Investment Co

Orion Investment Company, established in 1988, is a Registered Investment Advisor based in St. Louis, MO. The firm, owned by Fred N. Sauer and Frederic G. Sauer, provides tailored investment advice to clients based on their financial needs, goals, risk tolerance, and specific directives. Clients grant discretion to adjust asset allocations over time to adapt to changing market conditions. The firm manages $446.9 million in assets on a discretionary basis and $17.6 million on a non-discretionary basis as of March 31, 2024. Fees are charged quarterly based on a tiered percentage of assets under management, starting at 0.90% for the first $1,000,000. Clients may pay additional fees to the custodian holding their assets. Orion does not participate in wrap fee programs and does not charge commissions or markups. The firm's investment strategy involves continuous analysis of companies, industries, and the economy to construct diversified portfolios aimed at mitigating risks. Orion Investment Company operates with full investment discretion, allowing them to make investment decisions on behalf of clients. The firm emphasizes transparency, ethical conduct, and client-focused service in its operations.