You give us copies of your most recent account statement.
	We complete the paperwork to open a new custody account in your name at Charles Schwab & Company, move your securities to the account and for us to manage trading of the account.
	You sign the papers.
	We open a custody account in your name at Schwab.
	We move your securities to your new account at Schwabb.
	Voila! Omega is your new portfolio manager.
	We begin trading your account in line with your goals and our 20/20 global vision.

Transferring your securities to your Schwab account will take around ten business days. As soon as Schwab has custody of your securities, we will begin implementing the portfolio- management and tax- management strategies we have discussed with you.

You will be well on your way to enjoying the benefits of our 20/20 global vision, global diversification and an asset-class diversification designed to grow your wealth and protect your wealth’s purchasing power. We believe you will be well on your way to greater peace of mind and confidence in how your investment portfolio is being managed.

Moving your account to Omega could be the smartest investment move you ever make.

If you are opening your Omega account with cash instead of with securities, then you give us a check made payable to yourself. We use the check to open an account for you in your name at Charles Schwab & Company. We begin implementing your new portfolio strategy as soon as the money is in your Schwab custody account.