Omnivest Group LLC

OmniVest Group manages investment portfolios and provides wealth management services for individuals, family offices, trusts, estates, and corporations. The firm offers both discretionary and non-discretionary investment management, meaning they can either make trades on your behalf automatically or ask for your approval first. OmniVest Group begins the investment process by defining your goals in a written investment policy statement, paying special attention to tax-aware solutions and legacy holdings. In addition to traditional stock and bond portfolios, OmniVest Group brings extensive expertise in alternative investments, such as hedge funds and private equity, drawing on decades of family office experience. The firm tailors asset allocation to each client's specific liquidity needs, risk tolerance, and global macroeconomic conditions.