Actively Managed Fund Models We actively manage your portfolio using our “buy, hold, and sell” methodology with the aim to grow and preserve your capital.

Personalized Investments – We help you decide the best allocation of your portfolio across our models.

Investment Account Custodianship – We utilize the Charles Schwab Institutional Platform for the custodianship of your accounts, which means all client accounts are established and held directly at Charles Schwab so you can always access your money.

We can manage investments for all types of accounts:

Individuals and Families

  • Individual & Joint Accounts
  • Trust Accounts
  • IRA Accounts – Rollover, Roth, SEP
  • Individual 401(k) Accounts

Business

  • Corporate Accounts
  • Pension Plan Accounts
  • Company 401(k) Plan Accounts
  • Captive Insurance

Non Profit Organizations

  • Foundation Accounts
  • Organization 403(b) Plan Accounts

Government Institutions

  • Pension Plan Accounts
  • Government 403(b) & 457(b) Plan Accounts

Independent Third Party Management

  • Management for financial firms
  • Management for independent financial advisors

Investment Advisory Services are offered through Omnia Capital Management, Inc., a Registered Investment Adviser. *Insurance products and services are offered through independently licensed and appointed insurance agents. **Omnia Capital Management, Inc. is not a CPA or law firm. Therefore when appropriate, other professionals may be enlisted to assist our clients with the noted items above. We encourage all clients to seek out the advice of their tax or legal advisers before making any recommended decisions.

Past performance does not guarantee future results. 
All investments carry some degree of risk.

Sign up for Market Updates