Omega Financial Investments & Insurance

Omega Financial Investments & Insurance provides discretionary portfolio management and investment advisory services to individual clients, including high‑net‑worth households, and also operates an in‑house insurance agency offering property, casualty, life and related products. The firm manages roughly $71.2 million in client assets across a small client base and typically establishes individualized investment policies tied to clients’ goals, time horizons and risk tolerances.

OFIS seeks discretionary authority to implement asset allocation and selection on behalf of clients and employs technical and cyclical analysis when evaluating exchange‑listed securities, mutual funds and certificates of deposit; accounts are reviewed monthly and clients receive quarterly reporting. The firm’s investment program includes both long‑term and shorter‑term purchases and emphasizes regular portfolio monitoring and written communication about account activity.

What distinguishes OFIS from many supported peers is its formal combination of investment advisory services with a licensed insurance brokerage operation and staff holding insurance industry designations; a firm principal devotes the majority of time to advisory work while the firm continues to offer insurance products and advice. This integrated advisory-plus‑insurance structure, maintained alongside asset‑based advisory relationships, is less common among similarly sized supported firms.