Our Services
We redefine financial strategy through sophisticated financial consulting and wealth management services. We’ve built one of the most seasoned, sophisticated teams in Southern California, combining our commitment to protecting client interests with our passion for innovation.
OUR APPROACH
We empower our clients to master the intangible force of wealth, transforming it into a cornerstone of their lives.
With decades of honed expertise and unique connections, we have guided clients through life’s pivotal moments and the ebb and flow of unpredictable markets. Along the way we’ve developed innovative and proprietary strategies that not only fortify their financial positions but also enrich their understanding of the capital markets.
Omega Financial Group stands at the intersection of academia and practice, where innovation in finance is born. Recognizing that the most significant advancements often emerge from this collaboration, we have uniquely positioned our practice through Praxis. These strategic alliances with leading academic institutions allows us to not only leverage past breakthroughs but also to pioneer new ones. By seamlessly integrating cutting-edge research with practical application, we ensure that the families we serve benefit from the very forefront of financial evolution.
SERVICES
We redefine financial strategy through sophisticated financial consulting and wealth management services.
We’ve built one of the most seasoned, sophisticated teams in Southern California, combining our commitment to protecting client interests with our passion for innovation.
Our Skillset
We empower our clients to harness their wealth, transforming it into a cornerstone of their lives.
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.
Innovative Return Sourcing
Complementing conventional returns with strategies such as:
TΩtal Return®
The TΩTAL RETURN® strategy is designed to garner modest returns in those environments where stocks have roughly zero returns. This is accomplished through a proprietary covered put and covered call writing strategy. The ratio of puts and calls changes dynamically, depending on market sentiment. Clients potentially earn still modest returns during flat stock market environments-hence, the strategy name TΩTAL RETURN®.
PrΩtected Value®
The strategy named PRΩTECTED VALUE® is an investment service designed to protect a portfolio during steep stock market declines. We blend call options and short-term debt instruments to create a maximum investment downside, typically targeted in the 0%-15% range. On the upside, we target a capture of 40%-60% of the positive return. The name of the strategy is derived from the mathematical concept of absolute value-converting some of the negative values into positive ones while maintaining the sign of positive values.
Argos Global Trend Index™
This global asset index allocates across global equities (i.e., Europe Japan, and United States), global fixed income (i.e., Europe Japan, and United States), and alternative investments (i.e., commodities and gold). Equity allocations consist of the Argos Alpha ESG Index®, Argos AlphaESG Europe Index™, and Argos AlphaESG Japan Index™. The balance of assets is allocated to market indices.
Currently, the index is available to both individuals and institutions through several offerings provided by BNP Paribas.
Argos AlphaESG Index ®
The Argos Global Trend Index™ allocates across multiple global equity, fixed income and alternative assets.
The 3 M’s ®
Argos utilizes the 3M’s® process in their investment management and research in the field of securities, specifically ESG (Environmental, Social and Governance) investing.
DiffusiΩn™
Our wealth management services include a proprietary strategy named DIFFUSIΩN™, which creates an investment that tends to fall in-line with the stock market when it falls in value, but tends to increase at a greater rate when the stock market increases in value. In particular, the strategy is a unique blend of short-term investments and smaller capitalization equity investments. This creates a “barbell” of risk that yields a similar overall risk to the stock market but with improved upside. Thus, the positive returns become more diffuse, as the name DIFFUSIΩN™ suggests.
Engineered Indexing™
Commonly, Indexing means investing in such a way to replicate the returns of a basket of investments. Often this basket of investments represents some popular index such as the SP500, which tracks roughly the 500 largest US publicly held companies. At Omega, we take a different approach in our indexing. Academic research, as well as proprietary research by Omega, have shown that various modifications of typical indexes can provide potentially greater risk-adjusted returns over the long-term. For example, adding additional exposure to value and small capitalization factors can increase long-run return. Similarly, our proprietary strategies of TΩTAL RETURN® and PRΩTECTED VALUE® are further examples. Hence, ENGINEERED INDEXING™ describes our creating and utilizing indexes designed to capture more attractive risk and/or return potential characteristics than the unaltered indexes.
