A complete list of active advisors currently associated with Omc Financial Services Ltd
Warmer can help you find a great advisor at Omc Financial Services Ltd or one who fits your needs even better.
OMC Financial Services, Ltd. serves individuals (including high-net-worth clients), trusts, estates, corporations and other business entities, providing individualized investment management and financial planning services on a primarily discretionary basis. The firm reports roughly $328 million in discretionary assets under management across about 269 client relationships and operates with a three-advisor support team. Investment decisions combine fundamental company and industry analysis with technical tools such as chart patterns, momentum and relative strength, and the firm implements both long- and short-term holdings. The adviser conducts continuous monitoring, uses aggregated (block) trading when appropriate, and may require clients to maintain custody through Schwab Advisor Services while using Schwab’s institutional trading and reporting resources; two portfolio review conferences are scheduled semi‑annually as part of the review process. The firm is privately owned and has been registered since 1987, and it is notable for a relatively large asset base given its small advisor team compared with similarly supported firms. OMC maintains a written Code of Ethics and insider‑trading controls with monitored personal trading, does not accept custody of client funds, and leaves proxy voting to clients, which together shape its operational and compliance profile relative to peers.
To learn more about the advisors currently working at Omc Financial Services Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dewitt, NY
| 3
| |
Dewitt, NY
| 4
| |
Dewitt, NY
| 4
|
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