Alpha Omega works with families, family offices and various foundations and endowments. We developed our approach over nearly 20 years of investing together. The firm creates and implements strategies designed around our clients’ risk tolerances and investment objectives. We combine a thorough understanding of client needs with an investment approach grounded in experience. We are a fee-only advisor.
The Alpha Omega team builds client portfolios “in-house” and conducts proprietary research on the constituent investments. We invest our own money in the same strategies. Our team communicates with you on a regular basis, either through quarterly meetings or periodic portfolio updates. In addition, we build relationships with your other advisors to coordinate your entire financial picture.