Coronado’s Orion Capital Management LLC, an independent Registered Investment Advisor located on Orange Ave near the Hotel Del, has reserved 10 slots for eCoronado members to each receive a complimentary investment consultation. This offer is good through June 30th and sign-ups will be honored on a first-come, first-served basis.
What is a consultation?
A useful consultation requires some sharing of information. In order for us to determine whether your investment portfolio is serving your needs and goals, we will need about an hour of your time to discuss your financial situation with you and review your investment holdings.
What do you receive in a consultation?
We will provide you with our unvarnished opinions about the investments you hold, as well as recommendations about ways to increase the tax efficiency of your portfolio, reduce the fees you are paying, and modify your asset allocation (if necessary). We will also offer our advice about how you might simplify your account structure and position yourself to take maximum advantage of tax-deferred accounts.
Our firm does not sell any financial products. We do not accept commissions and we are not affiliated with any other company. We work for our clients only. Our business is the active management of investment portfolios for a wide range of clients including individuals, families, trusts, foundations, pension plans and profit-sharing plans. For more information about Orion, please visit http://www.orioncapitalmgmt.com
How to respond to this offer:
Peter Thoms, CFA