Our Investment Philosophy
In our management of portfolios, we generally subscribe to Modern Portfolio Theory, which holds that the risk-mitigating effects of holding a basket of equities enables pursuit of higher return than might be accomplished by simply “averaging” the risk of individual equities.
Asset Allocated Managed Portfolios (AAMP)
In today’s low-rate environment, many investors find themselves falling short on financial goals. Assets are required to do more in order to provide sustainable dollars that support lifestyle, philanthropy and legacy. That’s why OmniStar Financial Group created a dynamic suite of model strategies designed to achieve specific investment objectives, such as increasing income for retirement, while managing market risk.
Our Asset Allocated Managed Portfolios (AAMP) program offers the highest level of sophisticated investment management. Beginning with our discovery process, your Total Wealth Needs are considered as we design your Investment Policy Statement. Next, we carefully determine the most appropriate investment strategy to help you reach your goals and objectives. This actively managed program ensures that your portfolio maintains the right balance at all times.
Securities in accounts carried by National Financial Services LLC (“NFS”), a Fidelity Investments company, are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000. For claims filed on or after July 22, 2010, the $500,000 total amount of SIPC protection is inclusive of up to $250,000 protection for claims for cash, subject to periodic adjustments for inflation in accordance with terms of the SIPC statute and approval by SIPC’s Board of Directors. NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 202.371.8300.