Is OMC right for me?
Our clients either lack the time or expertise to manage their own accounts. Most of the clients we see typically have either private and/or retirement assets in excess of $100,000* and these assets are often held in various accounts. It is not uncommon for us to meet with a client who has individual, joint, IRA and trust accounts, etc., and no comprehensive plan that integrates all of them. We assist our clients by looking at the entire financial picture and developing an investment strategy to bring them all together. If you share those characteristics, we can benefit you. Or, if you have worked with a major financial institution and felt that you were not receiving personal attention, then we may be the answer.
*In some cases we accept clients who do not meet our minimum account requirement initially, but will satisfy it in the near future.
