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How We Define FIDUCIARY?

Fiduciary Relationship: Our firm does not work on commissions and will only seek solutions based on each client’s unique circumstances and needs. We do not push products or services that are merely ‘suitable’; rather, we seek the ‘best’ investment selection for our client's specific situation. Simply put, our interests are aligned with those of our clients at all times.

Investment Platform: Through our open-architecture platform, we have access to best-in-class investment managers across all asset classes, accessible for on and offshore investors.. We do not maintain a proprietary trading desk and thus avoid the inherent conflicts of interest that they introduce.

Data Protection & Client Confidentiality: As our client, you entrust us with detailed personal information that will remain confidential at all times. We do not share personal information about you with any unaffiliated third parties without your consent. We have established rigid policies and procedures to secure and protect the information that we collect. For more information please see our Privacy Policy link located below.  

Unlimited Product Access: Many of the best alternative investments are available only to institutional investors and we are constantly working to find access to these products for our clients at all levels of required minimum investment. OmniVest Group is continuously searching for new managers, and currently offer clients products in specialty areas such as distressed debt, structured credit, relative value, long short equity and credit, and event driven investing. We also have access to unique private equity investments offered to our firm on an opportunisitc basis.  

Consolidated Performance Reporting: We will provide our clients with detailed performance reports that aggregate their investments across myriad managers and custodians. Liquid investment accounts are managed via our relationship with TD Institutional.  Our open architecture platform allows our clients to access managers and products anywhere and our reporting consolidates those investments into a single view. We do not offer customized aggregated performance reporting.  

Investment Process: We maintain a disciplined process of preparing, reviewing and updating a client's Investment Policy Statement that is custom made for each of our clients. We typically utilize a core-satellite approach to portfolio diversification built to meet the unique goals of each client.

Asset Based Fees: As an investment advisor, we charge a fee that has been negotiated in advance and we cannot earn any other income from our clients without their prior consent. This asset-based fee assures that our interests are aligned with those of our clients.

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