Omnia Finance offers investment advisory services to institutional investors. Omnia provides discretionary investment management and consulting services. Omnia primarily constructs portfolios comprised of U.S. Government securities, municipal securities and cash equivalents. Consulting services generally involve interest rate risk management, capital management or financial reporting.
Assets Under Management$74M
Clients2
Advisors1
Avg. per Client$37M
Avg. per Advisor$74M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Omnia Finance charges a monthly retainer fee for investment advisory services. The monthly retainer may range from $1,000 to $15,000, based on the scope and complexity of the services provided.
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