Omnivest Group LLC

Overview

Omnivest Group LLC is a privately held limited liability company that manages capital for individual and family clients. The firm operates as a capital allocator, offering portfolio management for individuals, small businesses and institutional/business clients, and it also conducts manager selection on behalf of clients. Compensation is structured as a percentage of assets under management and via fixed fees. Omnivest does not identify as an active ESG investor. The adviser is organized under individual ownership and is not classified as a multi-state or newly formed adviser. It reports offering both discretionary and non-discretionary services and positions itself to use third-party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives