Omega Advisory is a registered investment advisor (RIA) providing investment management services with emphasis on portfolio management. We are a fee based independent investment firm without any affiliation to any other financial services firm. The investment strategy at Omega Advisory is long term focused. As a fiduciary firm, it is our responsibility to act in the best interests of our clients and we take this responsibility seriously.
Process
- No -obligation meetings: We present our services and capabilities while gauging your needs. We will let you know if you can benefit from our services while educating you about the benefits of long term investing. We encourage you to ask as many questions as you would like to even when you’re not going to be a client. We also would want you to take as much time as you would like to in making a decision in order to become a client of ours.
- Follow up and finalize: We follow up to clarify any questions you might have and generate an investment management contract once you make the decision. We will help with account creation, account transfer and any other technicalities involved in the process.
- Paperwork sign-off and account transfer: We work with you to transfer assets to your new custodial accounts (Charles Schwab) that will be managed by us. The client is free to cancel the agreement at any time for whatever reason.
Standard Disclosures
This Form ADV Part 2A (Investment Advisor Brochure) and Part 2B (Brochure Supplement) gives information about the investment advisor and its business for the use of clients and prospective clients. We encourage you to read this public disclosure document to get some idea about the firm and its operations. If you have any questions about the contents of this brochure, please contact us.
Contact:
Srikanth Madineni
410 Peachtree pkwy Suite 4245
Cumming GA 30041
Phone: 770-361-3034
Email: srikanth@omegaadvisory.net
Omega Advisory 