A goals-based approach

At Omega, our philosophy reflects how most of our clients think: a goals-based approach. In other words, as a result of our financial life planning process, we find out what your goals are and then allocate assets specifically to those goals based on your risk tolerance, tax situation and goal timeline. That way, you know (and we know) exactly what monies are allocated for which goals and we don’t end up investing your assets more aggressively or conservatively than they need to be. We believe in the power of asset allocation, patience and taking a long-term approach (unless it’s a short-term goal). We also know that investments are only one part of your overall financial life plan design, and that investment strategy should be in service to your goals, not the other way around. And it’s also true that excellent investment management requires good tax planning and tax management. Generally, we work in partnership with our investment management partner, SEI Investments, to provide world-class investment options such as:

• Sophisticated “fund of managers” strategies
• ETF/Index fund strategies
• Separately managed individual stock & bond portfolios

And for our clients who have a strong desire to align their values and investment strategy, we have created socially responsible investment portfolios that support pro- environment, social and corporate governance themes.