A complete list of active advisors currently associated with Omega Advisory LLC

Warmer can help you find a great advisor at Omega Advisory LLC or one who fits your needs even better.

Omega Advisory LLC provides fee‑based financial planning, investment consulting, and both discretionary and non‑discretionary portfolio management to individual and high‑net‑worth clients, and also serves corporate/business clients and a notable non‑U.S. client base. The firm states it does not sell annuities, insurance, or other commissioned products. Investment decisions are informed by fundamental, technical, and cyclical analysis with a stated focus on identifying undervalued assets and a primary emphasis on long‑term purchases, while also employing short‑term and trading strategies as appropriate. Client objectives and any investment restrictions are documented and accounts are reviewed at least quarterly, with more frequent reviews triggered by market conditions or changes in client circumstances. Distinctive features include an explicitly disclosed significant non‑U.S. client presence and an uncommon practice for this peer group of working with corporate or business clients, with approximately $83.9 million reported under management across about 154 client relationships. The firm discloses it receives no external compensation for sales, does not recommend other investment advisers, and generally does not vote client proxies (clients receive proxy materials directly from custodians).

To learn more about the advisors currently working at Omega Advisory LLC, 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.