WHY CHOOSE US?
Omega Financial Group is committed to providing our clients with high quality care through sophisticated, holistic financial consulting and wealth management services.
Finding Good Financial Advice
Dr. Minor has been a professor at Northwestern University (Kellogg), Harvard Business School, and is currently faculty at UCLA (Anderson). His MBA students often ask him how to find excellent financial advice. His advice is as follows:
Minor recommends at least three aspects to look for in your advisor. You will want to seek out an advisor that is part of a complementary team. On that team, you’ll want to ensure at least one person holds a certified financial planning license, as this assures a base-level of financial planning skills. Ideally, at least one person also holds a PhD in economics or applied statistics, as there are many tools and methods important for accurate analysis that are obtained through these programs. For example, Minor has seen many advisors incorrectly use tools such as Monte Carlo simulations, as they do not understand how various assumptions link to the statistical programming and outcomes. You will also want to work with an advisor with consistent incentives. For this, Minor recommends seeking out a fiduciary-standard Registered Investment Advisor, as opposed to a broker or dealer. Finally, you will want to work with an advisor who has a sophisticated, comprehensive approach. There are many advisors, and they are very heterogeneous in their quality and skill sets. Quality advice takes into consideration all aspects of the client’s life and provides skillful solutions that address those aspects in a smart way.
OUR TEAM
Chief Strategist | CIO
DYLAN B. MINOR
As Chief Strategist and CIO at Omega, Dylan has the role of overseeing the management of client assets and financial strategies. He works closely with Omega’s advisors to help create client financial strategies based on clients’ own unique needs and goals.
Director | Chief Compliance Officer
BRYAN W. REINHARD
Bryan works with private clients as Senior Investment Advisor and is Director of the Omega office. Bryan seeks to provide unsurpassed investment planning services to the clients of the team.
Senior Wealth Advisor
PAUL C. KUHN
Paul manages private client, managed account and mutual fund relationships. His business background includes owning and operating both a retail/wholesale business and a commercial fishing business.
Senior Wealth Advisor
ROBERT A. SCHULTZ
Rob works with pre and post retiree clients, foundations and other non-profit entities. He also manages and oversees some of Omega’s proprietary investment strategies, including Protected Value™ and Direct Total Return®.
Operations Manager | Lead Client Service Associate
NAOMI WILLIAMS
As a liaison for advisors and clients Naomi has acquired a broad spectrum of proficiencies that make her a valuable asset to the Omega team.
Executive Assistant to Dylan Minor, PhD
JESSICA WOMACK
With her penchant for organization and her years of experience in customer service, Jessica works hard to ensure that our office runs smoothly and that each and every one of our clients has the top-notch experience that defines Omega Financial.
OUR SKILL SET
Ultimately, the value creation from an advisory relationship is driven by the skill set of the advisor. We are not the appropriate firm for all clients, and not all clients are appropriate for our offerings. In the end, we want to make sure that we are creating large amounts of value for our clients. We offer a suite of sophisticated skills at Omega Financial Group meant for those families with sufficiently complicated financial lives. As such, before engaging with a client, we convene a series of discovery meetings to determine if there might be a good fit, as no firm is right for everyone.
SOLVING GLOBAL CLIENT NEEDS
Helping families take advantage of opportunities around the globe, regardless of citizenship or residence.
STATES OF THE WORLD WEALTH MANAGEMENT®
Designing portfolios to survive and thrive in different targeted economic and financial environments.
PRAXIS
Combining the best of practice and the best of academia.
Optimized Wealth Integration®
Strategically integrating all aspects of financial life. This includes investing, real estate, debt management, charitable planning, alternative investments, tax strategy, asset location, residence choice, and estate planning.
STRATEGIC BUSINESS PLANNING
Helping maximize the value of a family’s enterprise, as well as monetize its value.
STRATEGIC PHILANTHROPIC PLANNING
Designing charitable planning with a family’s overall investment, estate, and tax plan, as well as maximizing charitable impact.
FIDUCIARY INVESTING
Helping fiduciaries meet their duties and obtain successful outcomes.
BLOG & NEWS
Omega Financial Group Launches Argos AlphaEsg Index™ – A New Approach to Sustainable Investing
New financial index developed by Santa Barbara-based firm and UCLA Professor integrates financial and ESG factors to select US stocks that outperform the broad market while creating positive social change. (June 12, 2023) Santa Barbara, CA – Omega Financial Group and its Chief Strategist and CIO, Dylan B. Minor, have announced the Argos AlphaEsg Index™
Omega Financial’s Chief Strategist, Dylan Minor, Appointed Adjunct Professor at Columbia University
Minor has developed new course on ESG & Corporate Political Strategy (September 2023) Santa Barbara, CA – Omega Financial Group, a leading Santa Barbara-based investment firm, is pleased to announce that its Chief Strategist and Chief Investment Officer, Dylan Minor, has been appointed as an Adjunct Professor of International and Public Affairs at ColumbiaUniversity. In
Omega Financial launches new stock index that factors ESG elements
Omega Financial Group did something not many private wealth management groups tend to do on June 12, announcing the launch of its own financial index — Argos AlphaEsg Index. A Santa Barbara-based firm, Omega was founded in 2010 by Dylan Minor, who at the time was completing his Master’s at UC Berkeley. Minor, in addition
Back to School: Using Academia to Unlock Financial Success
In an era of technological disruptions and evolving global dynamics, academia continues to play an indispensable role in guiding the financial and investment industries towards responsible, sustainable, and successful outcomes After recently dropping my daughter off at college, I was reminded how important our universities are. Not only do they provide our youngsters with a
Demystifying the October Stock Market ‘Trick or Treat’: A Data-Driven Perspective
Many generalized ideas about market “patterns”, are mythical when held to the light of data. Soon countless youngsters across the country will be celebrating Halloween. Although the prospect of seeing a scary costume is always present, so too is the fear of a receiving a “trick” over a “treat.” Similarly, October has long been touted
What’s going on?!?
“All you need in this life is ignorance and confidence, and then success is sure.”” Mark Twain Many investment markets are now at a loss this year. And many are at a loss to explain why. The below chart plots the returns year-to-date through October 27th of the SP500 (orange line), International Stocks (white line), US
Artificial Intelligence (AI): what it is, where it is, and what we’re doing about it
*Our firm’s AI Market Commentary dated as of 8/19/2023 has been updated with an important footnote because, without additional clarifying information, it can be interpreted as stating that we are using AI more extensively and more directly for investment selection than we intended to represent. Our AI Market Commentary previously stated that, “We are also
The Good, the Bad, and the Confusing
“If you’re not confused, you’re not paying attention.” Tom Peters (author of In Search of Excellence) The Good Have you heard about the recent “terrible” economic news?Unemployment is at its lowest level in over 50 years, as shown by the below graph: Meanwhile, there is still a 2% larger gap between jobs and workers than there was in
The “Old Normal” and What We are Doing About It
Over these past two decades there has been much discussion about how we are continually entering into a new normal. This year, however, we are back to the “old normal”, at least as far as financial markets are concerned. We are back to a place where one can earn money on their savings accounts. The below
STRATEGIC RESOURCES
