Orion Metal Exchange Review

Orion Metal Exchange Review A Comprehensive Look at a Leading Precious Metals Dealer

Are you looking for a way to invest in gold? If so, you may want to consider an Orion Metal Exchange Gold IRA. It is a unique investment opportunity that allows you to buy and store gold bullion in a secure location. Let's take a closer look at this company and see what they have to offer.

Orion Metal Exchange is a subsidiary of Northern Trust and has been around for over 30 years. They have become one of the largest precious metals dealers in North America, offering both physical bullion products and paper assets like stock certificates or bonds. 

Their website states that they are "the only authorized agent" to sell tax-free Gold IRAs through self-directed retirement plans such as traditional Individual Retirement Accounts (IRAs). The company requires no minimum investment amount but offers several different types of accounts, including Roth IRA's, which allow you to take advantage of upfront tax savings while investing your money long term without paying taxes on any gains until withdrawal time.

The company claims that its goal is to offer clients exceptional service at an affordable price by providing high-quality financial advice and investment products. In addition, they offer a wide range of services, including retirement planning, estate planning, wealth management strategies, and tax preparation services.

Orion Metal Exchange is one of the largest precious metal dealers and has offices in New York City and Los Angeles. They can serve customers worldwide with their extensive network of qualified partners, including some major banks such as Bank Of America Merrill Lynch or Citibank NA.


Orion Metal Exchange was founded in 1997 under the name Orion Enterprises. The company changed its name to Orion Metals, Inc. and then again in 2003 when it became known as Orion Bullion Group LLC before finally settling on its current moniker.

The CEO at that time, Michael Poulsen, left his position with Goldman Sachs & Co. (GS) after spending 13 years working there and started up this new venture that would provide high-quality investment strategies and tax preparation services using their own proprietary software platform called "Investment Bridge." 

This program allows clients access via an online portal where they can view all of their accounts, including IRA's or 401(k)'s, without having to go through multiple websites log into one place.

The management Team of Orion Metal Exchange

The current CEO of Orion Metal Exchange is Jeff Christian, who has been with the company since 2004. He started as a Regional Account Manager and quickly worked his way up to Director of National Accounts before being appointed CEO in 2009.

Christian has over 25 years of experience in the financial services industry and was previously the Vice President of Business Development at Euro Pacific Precious Metals, LLC (EPM).

Orion's Board of Directors consists of six individuals, including Mr. Christian. The other board members include Robert J. Felder, Jr., CFA - Managing Partner, Panthera Capital Management LP; David S. Horowitz - Attorney & Founding Partner, The Law Offices Of David S. Horowitz PC; Lawrence Klayman - Founder and former Chairman of Judicial Watch, Inc. (JW); Mark L. Mayerfeld – Managing Partner at The Sterling Group; and Jules Kroll - Founding Partner of Kroll Bond Ratings Agency LLC.

Orion Metal Exchange's management team consists mainly of people who have worked in the financial services industry for many years, with some being retired from other companies before joining Orion, such as John F. McGovern Jr., Senior Vice President & Director of Tax Services who previously spent over 30 years working at Ernst & Young LLP where he was a partner managing their Personal Financial Planning Practice specializing in tax issues related to investments like annuities or trusts.

The company has offices throughout North America, including one location in New York City, Los Angeles, and Toronto, Ontario, Canada. The Canadian office is run by Daniel Buckles, who has been with Orion since 2007 as a Senior Account Manager.

If you're looking to set up a Gold IRA, Orion Metal Exchange is the company to go with. They have extensive knowledge of the industry and offer competitive rates and great customer service.

Products Offered by Orion Metal Exchange

Orion Metal Exchange offers a wide range of products and services. They have everything from gold bullion bars or coins to silver coins and other precious metals like platinum.

One unique thing about this company is their ability to provide clients with the highest quality advice on how best invest in these types of investments through the use of their proprietary software called Investment Bridge."

How To Open An Account With Orion Metal Exchange

Opening an account with Orion Metal Exchange can be done by visiting one of their offices in New York City and Los Angeles, CA, calling them, emailing them, or filling out an online application form.

Orion Metal Exchange Customer Service

Orion Metal Exchange does not have a live chat option on its website. However, they offer customer support via phone or email with any questions or concerns.

Customer Reviews of Orion Metal Exchange

Overall, Orion Metal Exchange has a positive reputation, and most customers seem to be happy with the products and services offered. 

Real Customer Reviews of Orion Metal Exchange

I have been dealing with Orion for about a year now, and I couldn't be happier. The staff is knowledgeable and always willing to help, whether it's via email or over the phone.

Jim S.

Orion has been great to work with! They are professional, helpful, and provide top-notch customer service!

Chris W.

Overall, I've had a positive experience working with Orion Metal Exchange. They are very easy to communicate with, and their prices are reasonable.

Michael C.

I have been investing with Orion Metals for the last year and am very happy with their service. They provide a wide selection of products, competitive pricing on all metals plus free shipping which makes it easy to purchase from them.

Randy P.

New York City customer review

The staff at Orion Metals were extremely helpful and knowledgeable when it came to helping me set up my account and choosing the right products for my needs. Overall, I have been very pleased with them.

Kristen K.

Los Angeles customer review

Orion Metal Exchange is a top-notch company that provides excellent customer service and quality investment products. I would highly recommend them to anyone looking to invest in precious metals.

Phillip B.

nationwide customer review

Software Offered by Orion Metal Exchange

Orion Metal Exchange offers software called Investment Bridge, which allows you to manage all of your investments from one place.

It is easy to use and has many features, such as the ability to track the performance of each portfolio item; view up-to-date information about market trends for those items in real-time, and purchase new products directly through this platform.

Investment Bridge Software – Orion Metal Exchange

The software also provides tax planning tools to help you save money on taxes while maximizing returns by strategically investing across multiple asset classes over long-term periods with less risk than traditional buy-and-hold strategies.

This way, they offer both short-term gains and choose a more conservative approach if desired based upon what type of investor you are.

Orion Metal Exchange Fees & Pricing

The Orion Metal Exchange does not have an investment minimum. However, the company charges a commission fee for each trade made through them (including purchase and sales)."  The fees vary depending on what type of metal it is, with gold being less expensive than platinum.

Shipping of Orion Metal Exchange Precious Metals

Orion Metal Exchange offers free shipping on all orders over $150. There is a flat rate of $14 for any order under that amount.  

Orders are usually shipped within two business days and can take up to five additional days before they arrive at your house or office building, depending upon where you live in the United States or Canada.

All shipments include insurance coverage at no extra charge, so nothing further is needed when it comes time to receive your items!

How Long Does It Take To Get Your Money? & How Much Can You Make?

While this varies from person to person, some people have reported making as much money after one year with minimal effort invested into trading their precious metals.    

The average return on investment is about 20% per year; however, some clients report a higher yield than others based upon how much time they put into researching markets before deciding which assets will perform better over different periods. It may seem impossible, but it isn't hard if you know what to look for and when!

Is Orion Metal Exchange Good for Retirees?

Orion is a great option for retirees and anyone looking to invest in precious metals as well. If you have any questions about how long it takes for your money or how much money can be made with this company, visit their website.

Orion Metal Exchange for Women

Orion Metal Exchange is a great option for women as well. They offer an Investment Bridge software that makes it easy to track investments and provides tax planning tools to save money on taxes.

Is Orion Metal Exchange Safe?

Yes, the company has been in business for years, and you can read reviews from people who have used their services online or by visiting their website.

Is Orion Metal Exchange Legit?

Yes, the company is legit. You can visit their website or read reviews from people who have used their services online to learn more.

Questions to Ask Before Investing

Before making any investment decisions, it's important to ask yourself some questions about your future needs and goals. Here are a few examples:

What type of retirement plan do I need? Roth vs. Traditional; SEP-IRA vs. SIMPLE IRA

The answer will depend on many factors, including how much income tax liability you currently have versus what kind of liability might be in store for when retired.

Is there anything else that could provide a higher rate of return with less risk?

Determining one's risk tolerance is key when investing. Understand that no investment is without risk, so it's important to find the right balance for your particular situation.
When considering any investment, it's important to do your research and ask lots of questions. Orion Metal Exchange provides a wide variety of products and services, making them a great option for those looking to invest in precious metals. Their customer service team is available to answer any questions or concerns you may have, so feel free to reach out if you have any questions before getting started!

Does Orion Metal Exchange Offer Precious Metal IRAs?

Yes, Orion Metal Exchange offers precious metal IRAs. You can find more information on their website or by reading reviews from people who have used their services online.

Do I Have to Sell My Gold and Silver Back to Orion Metal Exchange When I Retire?

No, you are not required to sell your gold and silver back to Orion Metal Exchange when you retire. However, they offer a buyback program that may benefit some investors.

If I'm Not Happy With the Investment, Can I Get My Money Back?

Yes, Orion Metal Exchange offers a 30-day money-back guarantee on all products and services. If you're not happy with your investment, you can receive a full refund within 30 days of purchase.

Do I Have to Sign Up for an Account to Invest With Orion Metal Exchange?

No, you do not need to sign up for an account to invest with Orion Metal Exchange.

If I'm Already Invested in Gold and Silver, Should I Consider Switching to Orion Metal Exchange?

It depends on your particular situation. If you're happy with your current investment, there's no need to switch. However, if you're interested in exploring other options, then Orion Metal Exchange may be a good choice for you.

Is Orion Metal Exchange Better than Other Gold and Silver Investors?

Is Orion Metal Exchange Better than Other Gold and Silver Investors?

It depends on your particular need. If price is most important, perhaps another company may offer better value. However, if service quality matters more than anything else - as it often does with precious metals investing - then it's worth taking some time to review the reviews that Orion has received from its customers.

How Does Investing With Orion Metals Inc Compare To Investing In The Stock Market?

The answer will depend on what type of investor you are. For example: If one were looking solely at returns (not including taxes), there would likely be little between these two investments.

However, if one considers tax implications - which many do not consider when investing - gold and silver would likely outperform equities (stocks). This is because the value of precious metals tends to increase at rates that exceed those seen by most stock markets over time. Additionally, there is no risk in buying physical metal because it has intrinsic value regardless of what happens in other asset classes like stocks or currencies.

How Much Should I Expect To Pay For A Storage Fee With Orion Metals Inc?

Orion Metal Exchange offers a variety of storage options for investors. You can choose from three different packages: basic silver, gold, and platinum - each costing $99 per year (or less). These fees cover all costs associated with storing your metals on their behalf at Brinks facilities worldwide.

Does Orion Metal Exchange Offer Gold, Silver, Platinum, and Palladium Products?

Yes! Orion provides all four metals in a variety of weights and sizes. They also offer coin grades that range from bullion quality to certified investment grade pieces, so there is something for everyone.

Can I See the Performance of My Investment with Orion Metal Exchange?

Yes, you can see the performance of your investment on their website. They offer a variety of charts and graphs that will help you track your investments over time.

Is There Any Minimum or Maximum Investments with Orion Metal Exchange?

No, there are no minimum or maximum investments when working with Orion Metal Exchange. You can buy as much or as little gold and silver as you like.

What Types of Payments Does Orion Metal Exchange Accept?

Orion Metal Exchange accepts payments through PayPal, Visa, MasterCard, and American Express. They also accept wire transfers for larger purchases.

Is There a Limit to How Much Gold I Can Buy With Orion Metal Exchange?

There is no limit to how much gold you can purchase from Orion Metal Exchange.

Is There a Limit to How Much Silver I Can Buy With Orion Metal Exchange?

Nope, there is no limit to how much silver you can purchase from Orion Metals Inc.

Are Customers Happy with Orion Metal Exchange?

Orion has received overwhelmingly positive reviews from its customers.

Can I Take my Precious Metals With me If I Move?

Orion Metal Exchange does not allow its customers to take their precious metals when they move. All metals must be stored in our secure facilities.

FAQs About Investments

What Is the Difference Between Gold and Silver Investments?

What Is the Difference Between Gold and Silver Investments?

While both are considered precious metals by investors around the world, they differ in their properties (such as color) and price volatility on markets like COMEX or LBMA: gold tends to be more expensive than silver due to its rarity. In contrast, prices tend not to fluctuate significantly over time compared with those seen by other commodities.

Why Gold is the Best precious Metal to Invest in?

Gold is one of the most popular precious metals for investors because it can be used in various ways. It's also highly liquid (which means you don't have to wait long periods before selling your gold).

Should I Invest In Physical Metals Or Paper Assets? Which Is The Better Option? What Are The Benefits Of Each?

This is difficult to answer as it depends on each individual's investment goals and risk tolerance. Generally speaking, physical metals are seen as a better option than paper assets because they provide security and peace of mind. Additionally, they have been historically proven to outperform other asset classes over time.

What Is The Difference Between Buying And Investing In Precious Metals?

When you buy precious metals, you are purchasing them for immediate delivery. When you invest in precious metals, you are buying them with the intent of holding them long-term for potential gains.

Who Should Invest in Precious Metal IRAs?

Investors looking to diversify their portfolios should consider investing in precious metal IRAs. By adding gold and silver to their portfolio, investors can reduce risk while potentially increasing returns.

What Are The Benefits Of Investing In Precious Metals?

Investing in precious metals has several benefits: They provide security and peace of mind for your financial future; they have been historically proven to outperform other asset classes over time; you don't need any experience or expertise about the markets because there is no speculation involved when buying physical metals with cash - just put some money aside each month until it's enough.

How Do I Know Which Gold Companies To Avoid? What Should Be My Criteria?

There are a few things to look for when vetting gold companies. Whether the company is licensed and registered with the relevant authorities, has a good reputation among customers, and offers secure storage facilities. Make sure you do your research before investing in any company!

What Happens If The Economy Collapses And I Can't Get My Gold Out Of Storage?

It is a risk that investors need to consider when buying physical metals. However, many gold companies have insurance policies to protect their customers' investments.

Do I Have To Pay Tax On My Precious Metals Investments?

The tax situation for precious metals investments varies from country to country. For example, in the United States, there is a capital gains tax on profits made from selling gold and silver bullion.

How Do I Rollover My 401k Into A Gold IRA?

Contact your retirement plan provider and request a rollover form. Please fill out the form and return it to your provider. They will then forward the money to an authorized gold company of your choice.

Can I Rollover My Roth IRA Into A Gold IRA?

Yes, you can. Contact the administrator of your current Roth IRA and request a rollover form. Please fill out the form and return it to them for processing.

What Is The Best Way To Store My Precious Metals? At Home Or In A Safe Deposit Box?

It depends on how much metal you own and where you live. Storing precious metals at home is usually fine for smaller amounts - make sure they're hidden somewhere safe, like under floorboards or behind lockers! If you live in a high-crime area, consider using secure storage facilities instead (many companies offer these services).

What Are The Risks Of Investing In Precious Metals?

The main risk is that gold prices can go down and up. Gold investors need to be prepared for losses if they want to profit from long-term gains.

How Do I Know If My Investments Are Doing Well Or Not?

Is It Possible To Lose Money On Precious Metals Investments?

Is It Possible To Lose Money On Precious Metals Investments?

You can lose money on precious metals if they fall in value, but you're unlikely ever to see your investment turn negative. It is because the demand for gold will always remain high, and there are more buyers than sellers.

Do Precious Metals Go Bad?

No, precious metals do not go bad. They can, however, tarnish over time if they are not stored in a moisture-free environment.

Are Precious Metals Better than Other Investments?

Precious metals are better than other investments because they are less volatile and have historically outperformed stocks, bonds, and property over the long term.

What Is The Best Way To Invest In Precious Metals?

It depends on your circumstances and how much capital you have available. If you want to buy physical gold, ensure it is stored somewhere safe, like under floorboards or behind lockers! You can also invest in paper assets such as ETFs if this suits your needs better.

What Happens If The Company I Invest With Goes Bankrupt?

Many gold companies have insurance policies to protect their customers' investments. In the event of a company going bankrupt, you would make a claim against the policy.

Can I Take My Gold With Me When I Move To Another Country?

It depends on the country's laws and regulations regarding precious metals ownership. In most cases, it is possible to take your gold with you when you move, but you should check with an attorney beforehand to be sure.

How Much Gold Should I Own?

There is no definitive answer as everyone's financial situation is different. However, a general rule of thumb is that investors should own around 20% of their portfolio in precious metals.

Does Investing In Precious Metals Carry Any Tax Benefits?

No, there are no tax benefits from investing in precious metals.


If you're looking for an investment firm that can provide high-quality advice and products, then Orion Metal Exchange might be right up your alley! They offer everything from gold bullion bars to silver coins and other precious metals like platinum, so there is something here for everyone, no matter what type of investment strategy they may want.