Orion Wealth Partners, LLC

145 Pinelawn Rd, Ste 200 South, Melville, NY 11747
Orion Wealth Partners, LLC Orion Wealth Partners, LLC is one of the popular Financial Planner located in 145 Pinelawn Rd, Ste 200 South ,Melville listed under Bank/financial institution in Melville , Financial Planning in Melville ,

Contact Details & Working Hours

More about Orion Wealth Partners, LLC

THIS IS NOT AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY THE INTERESTS DESCRIBED HEREIN IN ANY JURISDICTION TO ANY PERSON TO WHOM IT IS UNLAWFUL TO MAKE SUCH AN OFFER OR SALE.

Orion Capital, LP and Orion Capital Off-Shore Limited, BVIBC are Hedge Funds that were formed to pool the investment funds of investors (Limited Partners, or Shareholders, accordingly) for the purpose of capital growth. The Limited Partners or Shareholders, by pooling their assets in a Fund, will be able to invest in an investment portfolio managed by the General Partner.

In the absence of a pooling vehicle such as one of these Funds, an investor may not ordinarily be able to achieve the same degree of diversification and/or monitor, evaluate and implement the same investment strategies.

The assets are invested for the purpose of capital growth, and the Fund seeks to achieve this objective by entering into long and short positions in marketable publicly traded securities in the U.S. and international equities, equity options, bonds and exchange traded funds (ETF) that the Investment Manager believes are inefficiently priced when compared to the rest of the market.

In summary, the Fund seeks to provide its Limited Partners or Shareholders with consistent above average returns combined with effective risk management. Although the strategy and asset allocation utilized by the Fund is primarily centered on securities issued by publicly traded companies, the Investment Manager intends to follow a flexible approach in order to attempt to place the Fund in the best position to capitalize on opportunities in the financial markets. Accordingly, the Investment Manager may employ other strategies and take advantage of opportunities in other diverse classes if they meet the Investment Manager’s standards of investment merit.

The Investment Manager will employ a multi-strategy investment approach that will maximize the risk-return parameters of the Fund’s portfolio. Flexibility to move capital from one strategy to another as particular markets fluctuate potentially allows capital to flow to the most attractive investments. Contrarily, arbitrarily segregating assets to a particular strategy serves only to limit the risk-return of the portfolio. The Investment Manager expects to utilize numerous investment strategies and products in order to maximize the investment returns of the fund while at the same time mitigating single asset class risk exposure and volatility through such diversification.

Both Funds represent a diversification opportunity for an investment portfolio, not a complete investment program.

Map of Orion Wealth Partners, LLC