A Capital Approach to Investing
Jim and Julia Kyle, longtime North Shore residents, are justifiably proud of their company, Orion Capital Management. For more than 20 years, Orion Capital has been helping families make smart decisions about investing their money.
When Jim Kyle formed Orion Capital Management in 1991, he knew he wanted to take a different approach. “I’d seen how the business operates, and, frankly, how the public doesn’t always get a fair shake,” Jim says. “So we started the firm based on the idea that we wanted to provide a good service to people, to help them be successful. We work hard to get to know our clients. Our ultimate objective is to help them achieve their financial goals and desires.”
What makes Orion Capital unique is its scientific use of academic models. “Our whole philosophy is based on what works in the market,” Jim says.
“There’s a relationship between risk and reward—stocks are riskier than bonds, but you should expect higher returns. Once we work with our clients and understand who they are, then together we work out a strategy based on the science of investing.”
Jim fully understands the effects that today’s uncertain economic times can have on investors, but emotions are the investor’s enemy. “When we deal with people, a big part of our job is to keep them calm and eliminate emotions from the equation,” he says. The people at Orion are experienced investment professionals. They are part financial advisors and part psychologists, helping clients to make educated decisions, not emotional ones.
While Julia and Jim both have a passion for their company, this Kenilworth couple also likes to pursue other interests and hobbies. Jim and Julia, who met while in grade school, have two children, both now successful adults. When their children were younger, Jim enjoyed coaching their athletic teams. Today, he and Julia are active in their church, and Julia is involved in various social fund-raising boards throughout the Chicago area.
Although this family-owned company’s very personal approach sets them apart from other, larger financial companies, Orion is just as competitive and innovative. “While we are right in the neighborhood, we still invest throughout the world and are on the leading edge of investment technology,” says Jim. “We may appear to be a small package, but we pack a lot of punch.”
Orion Capital’s commitment to its clients goes far beyond mere investment strategies. Both Jim and Julia know that in today’s ever-changing and expanding world of finance, the great common denominator in investing is the individual. “It’s not the technology, it’s the individual that’s at the center of it all,” Jim says. It is this truly personalized attention that makes Orion Capital a leading financial firm on the North Shore.
For more information, visit orion-capital.com.