The OmniVest Investment Approach:
OmniVest Group operates with the belief that there is a fundamental relationship between an investment’s expected return and the level of risk assumed. While this belief is the foundation of our investment philosophy, we recognize that financial markets are inherently inefficient, especially over shorter time periods, and that irrational markets can produce significant dislocations in any one specific investment’s risk/return relationship.
We believe the most effective method for controlling risk and return is the selection of specific sub-asset classes and their respective weightings in a given portfolio (asset allocation). The inclusion or exclusion of specific sub-asset classes is recommended based on the views of our CIO. OmniVest Group has never shied away from recommending the sale of any one sub-asset class, even though such a recommendation may be seen as heresy. In short, we are not afraid to make a bold call, a trait that has served our clients and us well during the past few years.
Once designed, portfolios are implemented in three or four stages. Our goal is to use market or investment-specific volatility to better our average price. We also strongly believe in diversifying our purchases over more than one time period. In addition, we monitor the performance of the portfolio on a regular basis through Investment Committee Meetings.
We often utilize the services of independent managers who provide unique investment strategies in specific asset classes. As a result, OmniVest Group may recommend a variety of investment vehicles for inclusion in the client’s portfolio. And, on an ongoing basis, we monitor the performance of these managers and will recommend to clients when a manager should be hired or fired.
We also believe that investing alongside our clients validates our recommendations and strengthens our commitment to the diligent monitoring of our investors´ portfolios. We co-invest with our clients when appropriate given the goals unique to our accounts. We are always scouring the globe for unique investment ideas that are meant to be shared with our clients, again where applicable.
Our performance expectations acknowledge the past but carefully consider the future. As such, our risk and return assumptions are forward-looking based on our current expectations of the global macro environment. OmniVest Group does not guarantee the future performance of any client account, the success of any investment decision or strategy that OmniVest Group may use, or the success of OmniVest Group´s overall investment management. All investment decisions are subject to various markets, currency, economic, political, and business risks, and those investment decisions will not always be profitable. The client retains absolute discretion over all implementation decisions and is free to accept or reject any recommendation from OmniVest Group. Moreover, each client is advised that it remains his/her/its responsibility to promptly notify OmniVest Group if there is ever any change in his/her/its financial situation or investment objectives for the purpose of reviewing or revising OmniVest Group’s previous recommendations and/or services.