| Omega investments benefit from the best thinking of many of the world's best fund managers
To turn asset allocations into investments, Omega has ongoing relationships with fund managers who specialize in each of the asset classes in which we recommend you invest. We have reviewed the performance of and analyzed the strategies of every fund manager with whom we do business. We have good reasons for our confidence in their abilities and integrity.
Through these relationships, we give you and your portfolio access to the best thinking of many of the most successful and reliable fund managers in the world.
At Omega, we also manage several funds ourselves. On average, we manage in-house approximately 50% of our assets under management.
Adam Quelquechose, President and CEO of Omega, has managed portfolios successfully for institutions and high-net-worth individuals for over twenty-five years. Adam’s investment strategies are especially attuned to maximizing the long-term benefits of diversification across markets and asset classes.
When we propose allocation of your assets to specific funds, we provide you with comprehensive information on each fund:
 |
Investment strategy |
|
Historical return
|
|
Historical excess return |
|
Historical performance against benchmarks |
|
Historical volatility |
|
Historical composition |
We believe each fund has the potential to serve you well. We believe the combination of funds over a long-term investment horizon will grow your wealth and protect your wealth’s purchasing power. We believe our approach to portfolio management and our fund managers will save you from the anxiety and potential catastrophes that all too often come from chasing after stellar short-term results with concentrated allocations.
|
