Certified Financial Advisors
The OMEGA Program goes beyond the traditional broker relationship, joining the roles of Financial Advisor and discretionary portfolio manager.
The OMEGA Program offers a unique managed money program in which experienced Oppenheimer Financial Advisors act as portfolio managers for their clients. OMEGA managers have years of professional experience, advanced education in investment management, and expertise in developing diversified portfolios. They follow a systematic process in building each client's portfolio.
The OMEGA Program manages client accounts on a fully discretionary basis, within the investment parameters established in collaboration with each client. All portfolios are individually managed on a wrap fee basis.
As part of the OMEGA Program you gain:
• Ongoing direct and personal access to your portfolio manager
• Individual and customized portfolio management
• Development of a personalized asset allocation strategy
• OMEGA Program investment guidelines that require a set level of portfolio diversification
• Ongoing portfolio monitoring by OMEGA professional
• Comprehensive investment performance reporting
• A high level of transparency to assure you of the content and performance of your portfolio
For information on the OMEGA Program, please contact David Aplin, Senior Vice President, Product Manager OMEGA Group, at (212) 667-4851 or firstname.lastname@example.org.
WHY CHOOSE OPPENHEIMER?Learn More
We are deeply committed to our clients and offer the same level of service to investors of all sizes
We foster a culture of independence and autonomy and offer clients direct access to decision-makers.
For more than 130 years we have provided our clients with the financial expertise and insight to meet their goals.