Peter Thoms

Investment Manager

CFA at Orion Capital Management Llc in Coronado, CA

About

Specialties: Investment management, portfolio management, retirement planning, defined benefit pension plans, investment advisory, trusts, corporate retirement plans Orion Capital Management LLC is an independent, fee-only Registered Investment Advisor (RIA) offering: -- Globally diversified and tax-efficient portfolios using Dimensional funds through Orion Portfolios, www.orionportfolios.com -- Customized investment management through Orion Capital Management LLC, www.orioncapitalmgmt.com -- Access to an Africa-focused investment strategy through Africa Capital Group LLC, www.africacapitalgroup.com

Contact
(619) 432-3046
Address
1330 Orange Avenue Ste. 302 in Coronado, CA 92118
Info
Year started: 2002

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Specialties

  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Tax Advantaged Investments
  • Other

Credentials

Certifications

CFA

Background

Experience

Co-Portfolio Manager & Research Analyst
Founder & Portfolio Manager

Education

Hamilton College
University of Virginia, Darden School of Business