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Advisory Portfolio Services
Our Advisory Portfolio Services are designed for clients who wish to remain actively involved in their investment decisions while benefiting from professional guidance and strategic support. We provide research-driven recommendations, market insights, and risk assessments tailored to each client’s objectives, preferences, and risk tolerance, all within a transparent and collaborative advisory framework.
Advisory Portfolio Services are designed for clients who wish to retain full control over their investment decisions while benefiting from professional advice, structured guidance, and institutional-level portfolio oversight.
In this model, Orion Capital AG provides personalized investment recommendations, market analysis, and risk assessments, while the client remains the final decision-maker for every transaction. Our role is to inform, guide, and support each decision through disciplined research and transparent communication.
This service is particularly suited to investors who are active in managing their portfolios but value access to professional insight, macroeconomic context, and long-term strategic perspective. Clients maintain full ownership of their assets, which remain in their name at the custodian bank, and all transactions are executed only with the client’s explicit consent.
We translate these insights into a personalized framework that defines the appropriate balance between risk and return expectations.
Our team leverages extensive experience across global markets to provide thoughtful recommendations that align with each client’s goals and constraints. We focus on diversification, transparency, and continuous dialogue to ensure every recommendation fits within the broader financial plan.
Orion Capital AG’s advisory process is grounded in independence — we have no proprietary products, distribution incentives, or external sales targets. Every proposal and analysis is made exclusively with the client’s interests in mind.
We offer a variety of discretionary strategies, each designed to reflect a distinct level of risk tolerance and investment objective.
These strategies are primarily defined through asset allocation models that combine fundamental research, macroeconomic indicators, and disciplined risk management.
While each client’s strategy is unique, all follow the same structured investment philosophy: a consistent process supported by clear documentation, active monitoring, and transparent reporting.
We work closely with clients to ensure that each portfolio remains aligned with evolving goals and market conditions. To learn more about our advisory strategies and how they can be tailored to your needs, please contact our team for a confidential discussion.
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