Orion-Archstone Asset Management

Our New York Park Avenue firm has a twofold mission: To provide our clients with financial guidance based on their values and priorities, and to help them build and maintain wealth regardless of long-term market and economic conditions. We are fervently committed to providing the best possible client service and communication along the way. Because financial management isn’t just about money; it’s about being attuned to what our clients need from us, what’s most important to them and how we can best help them achieve their financial goals.

A hybrid approach of fundamental and deep qunatitative algorithmic analysis

Tactical Asset Allocation

Our investment team uses a core diversified strategy that’s tactically managed to capture market inefficiencies in various asset classes over time, while striving to maintain a below-market risk posture. It’s a solution that can be tailored to meet your specific needs and objectives.

Actively Managed Strategies

These strategies are designed to capitalize on trends that develop in the markets over the short-term, with a goal of limiting losses in unfavorable market environments while taking advantage of upward trending markets. In these accounts, we employ technical analysis and proprietary, rule-based modeling. Click here to learn more about our proprietary research.

Discovery and Investment Management

The first step is a conversation about your financial circumstances, investment experience and expectations, your current portfolio, and other topics that will help us develop a comprehensive investment management plan.

Next, we develop an Investment Policy Statement (IPS) that incorporates your goals, assumptions, likes and dislikes and other portfolio management preferences.

Advanced Quantitiative Algorithms