Omega Advisor Services
Many financial advisors can benefit from outsourcing their client investments to a specialized investment management firm. At Omega Financial Group, we offer a private label service for independent financial advisors to do just that. Specifically, we help advisors through managing their clients’ investment portfolios, including allocation, investment selection, rebalancing, account reconciliation, performance reporting, and tax management services. Our offerings liberate independent advisors to focus their time on working directly with their clients to meet their financial goals rather than having to worry about the day-to-day management needed to properly supervise an investment portfolio. For more information about this service please contact us.
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