Why You’ll Love Being Our Client

Full
Transparency
You should know what is in your portfolio and why it’s there. Our monthly performance reports provide insight into your investment holdings.
You will have 24/7 real-time account information access through the custodian.

Customized
Portfolios
You are your own CEO. At OMNIWEALTH, we are here for your finances and will be your personal CFO.
We don’t force you into legacy holdings that are no longer great investment opportunities and you can skip purchases of stocks you prefer not to own.

JUST A
PHONE CALL AWAY
Our clients have direct access to OMNIWEALTH’s decision makers by phone or email when they want to talk about their investment portfolio.
Investing with us is as simple as 1, 2, 3…
For YOU, there’s only two steps:
- RLearn About Us
- RGet in Touch
Use the form below to reach out to us or give us a call: 888-822-OMNI.
WE will do the rest:
- RMake sure we're a good fit
During our first phone call we’ll help determine whether OMNIWEALTH is good match for your investing goals.
- RWalk you through our process
We’ll walk you through our investment process and how we value companies and build investment portfolios.
- RHelp you with the paperwork
We’ll help you get up and running with brokerage accounts and the required paperwork to start investing with us.