Orion Investment Co

Sean Florentin is a Series 66 licensed advisor with Orion Investment Company in St. Louis, Missouri. He has four years of industry experience, including seven years at Lazard Asset Management prior to joining Orion in 2021. Orion Investment Company provides discretionary portfolio management for individuals, families, trusts, corporations, and retirement plans, focusing on tailored portfolios aligned with clients’ income needs, goals, and risk tolerances. The firm emphasizes fundamental research, long-term investment horizons, and limited trading, managing approximately $443.5 million across about 627 clients.

Frederic Sauer is a financial advisor at Orion Investment Company with 21 years of industry experience. He holds a Series 66 designation and has worked at Sauer Dazey Investment Company since 2004. Outside of his advisory role, he serves as president of Capplanco Eight, Inc., a corporation involved in rental real estate and securities investments. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and retirement plans, focusing on long-term goals and tailored risk tolerances. The firm emphasizes fundamental research, a long-term investment horizon, and limited trading, with client accounts reviewed regularly by an internal investment committee.

Fred Sauer is a financial advisor with Orion Investment Company in St. Louis, MO, holding a Series 63 designation and 30 years of industry experience. He has been with Orion since 1988 and serves as the firm’s president. Outside of his advisory role, Sauer is president of Americas Cultural Studies, a publishing business he has led since 1993. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and retirement plans, focusing on tailored, long-term investment strategies based on fundamental research. The firm emphasizes slow accumulation of positions, limited trading, and regular portfolio reviews by an internal investment committee.

Charles Mcenery III is an investment professional at Orion Investment Company with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sauer, Dazey Investment Company since 2015. Outside of his advisory role, he serves as a trustee of a residential subdivision. Orion Investment Company provides discretionary portfolio management to individuals, families, trusts, corporations, and retirement and profit-sharing plans, focusing on tailored portfolios based on income needs, long-term goals, and risk tolerances. The firm emphasizes fundamental research, a long-term investment horizon, and limited trading, managing approximately $443.5 million for about 627 clients.