Our Approach

OMEGA CAPITAL MANAGEMENT is an independent fee-only registered investment advisor and financial planning firm. What makes OMEGA CAPITAL MANAGEMENT unique is that we are truly independent and have no affiliations with any of the investment securities we use and recommend to our clients. Operating as a fee-only investment advisor ensures that our investment advice is solely based on our clients' needs, objectives, and risk tolerance. Our clients take comfort in knowing that our independence allows us to focus on what is most important: the client. We strive to provide comprehensive assistance in the process of identifying your investment, retirement, insurance, financial, and estate planning goals as well as developing and implementing a sound and effective strategy.

At OMEGA CAPITAL MANAGEMENT, we strongly believe in constructing "efficient" portfolios based on the principles of "Modern Portfolio Theory." We custom create a diversified asset allocation for each client based on the risk/reward characteristics of the various asset classes we utilize as well as personal tax issues. We then identify the appropriate investment vehicles to represent each respective asset class and then build the portfolio.  Client portfolios are reviewed on a regular basis and rebalanced accordingly to ensure that each portfolio remains properly allocated and true to its defined risk/reward profile.