FIRM OVERVIEW

OM Investment Management is a privately-held investment and wealth management firm located in Tampa, Florida. We are an independent SEC- registered investment adviser committed to helping clients pursue their financial goals.  We specialize in providing customized wealth management solutions to individuals who understand the impact that professional financial planning may have on their future. As our client's holistic advisor, we are entrusted to navigate them through diverse and often complicated financial matters. Acting as the steward of our client's assets requires a deep understanding of their goals and the purpose for their wealth. We accomplish this through an unbiased approach in consultation with your tax and legal counsel. We fully integrate wealth management strategies, such as tax, trust and estate planning and family governance, in order to ensure that all of a client's goals are achieved effectively. Starting with an assessment of your current situation, we work with you to establish your investment and financial goals. Then we construct a plan to help you achieve your objectives in conjunction with other professionals.

INVESTMENT PHILOSOPHY

We use financial planning as a tool to help our clients set and achieve their goals. Similar to an outstanding family physician, we help diagnose and solve immediate issues in your financial life by listening and learning about your situation and what is most important to you. We work with specialists in tax, estate, and pension planning to construct and implement a coordinated strategy. Once the immediate issues are addressed, we prepare comprehensive financial statements and long-term financial plans. We carefully listen to your experiences, preferences and time horizon and design a portfolio to achieve your goals. Essentially, we help you determine where you are today and how you will reach your goals for tomorrow.

MISSION STATEMENT

Our purpose is threefold:  (i) provide the investing community with a firm specializing in comprehensive wealth management and investment expertise; (ii) provide customized investment advisory services to institutional investors and retirement plan sponsors by simplifying the due diligence process for selection of high-quality asset managers; and (iii) provide strong risk management and monitor growth to deliver a unique solution specifically designed for each client. 

Independence: We offer unbiased investment advice tailored to your specific goals.

Integrity: We sit on the same side of the table as our clients, and always put your interests above others.

Innovation: As an SEC-registered investment advisor with broad knowledge of the investment landscape, we can develop flexible, adaptive, and creative solutions for your investment needs with careful attention to risk management and time horizon.