OMNI INVESTMENT SOLUTIONS LLC

Overview

Omni Investment Solutions LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a small, fee-based advisory practice that serves both individuals/families and institutional clients. Its advisory scope centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers — the latter consistent with its identification as a capital allocator. Fees combine a percentage-of-AUM component with the option for hourly billing. The firm does not present itself as an active ESG investor, is not identified as a multistate adviser, and does not report pension consulting or related-adviser activity.

Assets & Accounts

Investments & Alternatives

Location & Offices