Omnia Capital Management, Inc., was established to help find the right kind of management for investors who have suffered the catastrophic effects of a “buy and hold” mentality in a market that does not care at all whether their accounts go up, down or sideways. This is accomplished through a different approach to investing, the Individually Managed Account, or IMA. An IMA is tactically or strategically administered by an investment manager who allocates the funds for the purposes of minimizing risk and maximizing return. Capital preservation is so important in down markets, maybe even more so than making money in up markets.
Sometimes the best money you will ever make is the money you do not lose!
For perspective, see below the Chart of the “Real Inflation Adjusted” time it takes to “Make Back Losses”. If we can mitigate those losses before they occur, then we don’t have to “Waste Time” making those losses back.
In an Individually Managed Account, the investment manager is not mandated to keep money in harm’s way when it makes sense to move it to a position of safety. This is key! While this is not a new concept, it has rarely been available to most investors because of the minimum dollar amount generally required to engage anyone to actively manage their money.
A few investors have always known about and sought out Managed Accounts. Simply put, they want to have their money in the market when it’s going up and either in a better place or out of the market when it’s going down. Preservation of capital in down markets is just as essential as capital gains are in an up market.
There is no “one size fits all” for managed accounts. There are multiple methods and strategies to money management. The key is to find the right fit for you, so you feel comfortable, knowing that someone is watching your accounts and making the appropriate moves to achieve gains and minimize risk in a tactical and active sense, not in a “buy and hold” passive sense. There is no legal mandate that forces an account manager to keep your money in harm’s way if it is prudent to move it to a better position, or even remove it from the market altogether. It makes intuitive sense to have your portfolio treated with the attention it deserves.
We have multiple models to fit your investment strategy. Click Here to see our fund models or contact us to have an advisor review our models with you.
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.