Investment Advisory & Financial Planning
We develop a truly customized portfolio allocation that is consistent with the overall financial goals and objectives we have defined from the planning process. All client portfolio's are designed based on each client's risk/reward profile whether it's for short term cash needs or long term retirement planning. For your protection, Omega Capital does not take custody of any of our client’s assets. All client assets are held in custody by non related financial institutions such as; TD Ameritrade Institutional.
- Portfolios are designed using the principles of "Modern Portfolio Theory"
- Utilization of a wide variety of both equity and fixed income asset classes
- We do not actively trade client portfolios and positions
- Ongoing supervision of the overall portfolio
- Portfolio rebalancing and asset repositioning when necessary
- Client accounts are updated on a daily basis
- Quarterly performance reporting that is updated on a daily basis
- Year end tax reports
Retirement Plans (for small businesses)
We will help you determine the best retirement plan for both the company owners and their employees. Then help our client establish and then manage their retirement plan whether it's a 401(k) Plan, SEP-IRA, Profit Sharing Plan or Defined Benefit Plan.