Omni Investment Solutions LLC

The firm provides investment advisory services and financial planning to individual clients, delivering portfolio management through a co‑advisor relationship with an external money manager and offering hourly financial planning and consulting engagements. Fees for managed accounts are calculated as a percentage of assets under management and planning is performed using client‑provided financial data to model cash flows, retirement, tax, insurance and estate considerations.

Investment oversight is centered on selecting and monitoring model portfolios run by the third‑party manager; the firm has limited discretionary authority to choose and maintain those models but does not select individual securities within a given model. Client accounts are reviewed at least quarterly, and the firm documents client goals and allows client‑imposed investment restrictions while coordinating with the third‑party manager on execution and reporting.

This firm differs from many peers in its solo‑practitioner structure and small scale — a single supervised adviser managing a small client base and roughly $2.5 million in AUM — and in multiple outside business affiliations with insurance and other commercial activities. It also shares advisory revenue with its third‑party manager and participates in a fee‑based incentive arrangement tied to asset thresholds; these relationships and potential conflicts are disclosed and governed by the firm’s policies.