Omega Strategies is a registered investment advisor founded in 2026 and owned by John "Rod" Eichler, located in Verona Township, New Jersey. The firm offers both discretionary and non-discretionary investment management services, tailoring portfolios to individual client goals, time horizons, and risk tolerances. In addition to portfolio management, Omega Strategies provides comprehensive financial planning—covering retirement strategies, risk management, long-term investment planning, and estate preservation—as well as targeted financial consultations, project-based assistance, and a subscription-based monthly market newsletter. The firm emphasizes a fiduciary commitment to put client interests first, utilizing fundamental and technical analysis alongside Modern Portfolio Theory to guide investment decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Breakpoint fee schedule where the entire portfolio is charged at the applicable tier rate. Fees are negotiable based on historical relationships, asset types, and account size.