Research Services for Individual Investors: “The OmniVest Market View”

Tom provides global economic and financial market research commentaries to individual subscribers through OmniVest Group, LLC. This proprietary research package offers Tom’s dynamic perspective on issues including the economy, stock market, and noteworthy political developments, both in the U.S. and abroad. Individual subscribers receive Tom’s commentaries roughly three times each week. Subscribers also receive Tom’s detailed Charts & Presentation materials each quarter that paint an in-depth picture of the state of the global financial markets. A one-year subscription to “The OmniVest Market View” is $299 per year.

Research Services for Institutional Investors

OmniVest offers global financial market research and consulting services for institutional clients and their employees.
Institutional services are negotiated based on your organization’s needs, and may include:

  • White-Labeled Research Reports: “The OmniVest Market View” is published twice a week and may be white-
    labeled for your organization. This dynamic commentary on global financial markets can then be re-distributed from
    your organization to employees and clients.
  • Meetings with Tom: In short, Tom comes to you. Tom is available to meet with individuals and groups over lunch,
    dinner, etc, as well as over the phone/video conferencing throughout the year.
  • Conference Calls: Tom hosts conference calls with institutional clients, providing detailed global financial market
    perspective. These dynamic discussions cover global interest rates, Fed policies, growth and inflation forecasts, the
    outlook for equity and bond markets, politics and more. Each conference call is followed by a Q & A session where
    Tom responds to participants‘ questions and comments.
  • Model Portfolios: Tom is available to develop and maintain model portfolios and/or asset allocation models for your
    organization, including capital market assumption forecasts.