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Investment Management Part 1

  1. Track record. Past, current, and every day going forward.
  2. Declares own positions and changes. They are the same as the client! Both the position AND the time stamp for execution.
  3. Real time reportingwith Orion Advisor client portalproviding daily positions, allocation, and performance of every position, account, and aggregate returns over any period.
  4. Tactical Investment Management, which includes risk management, and constantly adaptive management towards positive expected return. MPT wholly rejected.
  5. Probably the lowest brokerage costs anywhereat less than 10 bp per year of Assets, regardless of trade frequency. Not just low cost, but also this enables limitless investment strategies, many of which are normally ruled out through transaction costs.
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