Omnivest

Overview

Omnivest is organized as a limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm is owned by an individual and bills clients using a mix of percentage-of-AUM and fixed-fee arrangements. It identifies as an active ESG investor, which suggests environmental, social, and governance considerations are part of its investment process. The firm is state-registered to operate in Colorado, Nevada, New York and Wyoming. Its stated activities focus on advisory work rather than serving as a capital allocator or pension consultant.

Investments & Alternatives

Location & Offices