How does OMC manage client accounts?
All client accounts are discretionary and are actively managed, meaning that we research and monitor each investment. Our research combines reports from large institutions with our own independent analysis. We identify trends and then select sectors and companies that should benefit from those trends. We generally follow a buy and hold strategy, purchasing companies we would like to own for 3-5 years or longer. For diversification, we tend to invest only 3-5% of a portfolio in any given stock. Mutual funds and exchange traded funds (ETFs) may represent a larger percentage. We often make purchases and sales in blocks to ensure that everyone will receive the same price. We have designed our management style to benefit all clients no matter what their portfolio size.
