Who is Orion Capital Advisory?
Orion Capital Advisory (OCA) is a non SEC Registered Investment Adviser (NRIA) with a team of financial professionals dedicated to volatility investing. We advise and manage investments for advisors, family offices, and individuals. We offer advisory services and Separately Managed Accounts (SMAs) to our clients.
What is an SMA?
An SMA is a Separately Managed Account held at your brokerage firm, in your name, and under your control. SMAs offer some distinct advantages to investors including easy access, full transparency, liquidity, and direct ownership. Our SMAs are available to nearly all investors, and funds can be added and withdrawn at any time with no lockup period. To open an account, simply click on the ‘Contact Us’ link at the top of the page or contact your Investment Adviser to manage the process for you.
Who can invest?
Orion Capital Advisory offers Separately Managed Accounts (SMAs) to individual investors, funds, family offices, and advisors.
Individuals
OCA offers volatility SMAs directly to individual investors across the globe. We typically require a minimum investment of $500,000 and all account types are accommodated. Account opening is simple and can be done fully electronically clicking the ‘Contact Us’ button at the top of the page(We will get in contact and start the procedure with you).
Funds and Family Offices
OCA offers both SMAs and sub-advisory services to hedge funds, mutual funds, and Family Offices who require a turn-key volatility strategy, or looking to diversify their own strategies with one of ours.
Advisors
OCA offers SMAs to other advisors looking for specialist volatility trading knowledge and experience. Through a fee sharing agreement we can act as a money manager to you and give your clients access to our professional traders and strategists. All assets are held with our third-party custodians Interactive Brokers and TD Ameritrade.
Why invest with us & how does your strategy differ?
Derivatives assets and volatility trading offer investors an important source of investment opportunity and diversification. With interest in trading Options and derivatives growing exponentially, some investors have felt unequipped to successfully implement a volatility strategy within their portfolio. At OCA, we help bridge that gap by educating clients and their advisors on how Volatility Risk Premium can be integrated into your portfolio to improve risk adjusted returns. Our Separately Managed Accounts offer access to volatility strategies previously exclusive to hedge funds and institutions.
Returns from volatility investing/trading can be volatile. While individual products may deliver positive returns in the long run, drawdowns in the short run can make an otherwise appealing investment unpalatable to some investors. Our Strategy works to mitigate some of these drawdowns by analyzing a series of volatility factors.
Our Strategy will keep at least 40% of the capital in cash reserve, this will enable us to dynamically adjust the total exposure of the portfolio.
Our Strategy is unique in its approach to volatility investing/trading and the volatility products it employs to create an investable volatility solution for you.
Will my account experience drawdowns?
All investments have drawdowns and volatility investing/trading is no exception. While Smart Vol trading has returned annualized over 40%, it has also historically experienced drawdowns of approximately 20% twice. However, this is not a guarantee of future results and drawdowns can be more or less frequent and severe.
Drawdowns are part of investing/trading and it’s always important to remind ourselves that trading Vol has in the past, and will again sometime in the future, suffer from drawdowns. Importantly, the timing of these drawdowns is entirely unknown. While trading/investing Vol’s drawdowns have historically compared very favorably to the S&P 500, it is important to note that drawdowns don’t always happen suddenly and can develop over a period of weeks or months. Those who have had most success with investing/trading Volatility in the past are those who have stayed the course and invested the longest.
How long does it take to open an account and what are your fees?
An account can be established in minutes. We charge an annual 1% management fee and a 25% performance fee. The performance fee is only available to accredited investors as defined by the SEC.
