Omega Capital Advisors brings a long-term, global perspective to protecting your wealth and preserving your wealth's purchasing power

At Omega, we bring a global perspective to managing investments. We take a long-term view.

We believe in global investing and in global diversification. Investments in strongly growing economies of other nations oftentimes offer excellent returns relative to their associated risks. So long as the value of the world economy grows, the value of a globally diversified portfolio will grow.

Returns on investments in other economies usually have lower correlations with returns on investments in the U.S. economy than do additional investments in the U.S. economy. Investments in other economies thereby improve portfolio diversification. The asset allocations we recommend balance investments in the U.S. with diversification across global markets.

To achieve optimal diversification, we believe asset allocations should go beyond the traditional investments in stocks, bonds, cash and real estate. Because of the low correlation of their returns with those of the traditional asset classes, we believe you also should allocate some of your assets to investments in raw materials and energy assets.

We believe that, not only should your investments preserve your wealth, some of your investments should be targeted to preserving your purchasing power in the face of potential declines in the value of the U.S. dollar. Most likely we will recommend that your portfolio include investments in metals and currencies— assets that ordinarily have the best chance of holding value if and when the U.S. dollar loses value either through inflation or against other currencies.

Our approach to asset allocations strongly aligns with that of David Swenson who manages the endowment of Yale University. During Mr. Swenson's twenty-plus-year stewardship of Yale’s endowment, this approach has achieved exceptional returns.

To guide our long-term investments in the global economy, we track economic, political, demographic, cultural, natural and scientific developments around the world. We identify the twenty major trends and issues we believe will drive investment performance over the next twenty years. We call this perspective and analysis our 20/20 Global Vision.