Jerry Marlow, MBA, freelance financial writer, marketing writer, writing sample, (917) 817-8659, jerrymarlow@jerrymarlow.com, www.jerrymarlow.com, www.assetmanagementmarketing.com
| Omega Capital Advisors, LLC | |||
| Exceptional portfolio-management capabilities in the service of: | |||
| Families and individuals
Omega will design a portfolio-management strategy that addresses your goals, wishes and concerns. We will offer you investment advice within the context of a fiduciary relationship. We will recommend the asset allocations we believe best can protect your wealth, grow your wealth and preserve its purchasing power. For security selection, we will rely upon fund managers of proven ability. We can control and minimize your capital-gains taxes. Find out more. |
Companies, universities, unions, government entities and not-for-profits Omega will work with you to refine your investment policy statement. We will invest your defined-benefit pension assets prudently and in keeping with fiduciary requirements. We will make it easy for you to fulfill your fiduciary responsibilities. Find out more. |
Accountants, attorneys, financial planners and other professionals
Your clients can benefit from Omega's sophisticated yet easy- to-understand approach to portfolio management. You can share in our portfolio- management fees at no additional expense to your client. At our seminars, you and your clients can gain powerful insights into investment theory and strategies. Find out more. |
Independent Registered Investment Advisers (RIAs)
When you bring your clients to Omega, they benefit from our portfolio- management expertise. Your clients benefit from our relationships with sophisticated fund managers in traditional and alternative asset classes. You share in our portfolio- management fees at no additional expense to your client. We put all our portfolio- management and reporting resources at your command. Find out more. |
© 2008 Jerry Marlow
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