Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
At the core of everything that we do is our focus on excellent service to our family and institutional clients in the areas in which we do business. Our services:
Asset management for families
Five models, each with a different level of risk and centered around our all cap dividend approach.
Asset management for family offices and institutional clients
An all cap dividend value equity model geared towards downside protection, with more models to come in the future.
Advisory services for corporate retirement plans
Plan benchmark studies, investment advice, and plan design are a few of the key services we offer to corporate retirement plan sponsors and their employees.