Looking for the latest "hot stock"? Do you prefer trusting your gut over sticking to a strategy? Do you believe in chasing returns by jumping in and out of the market? If you've answered "yes" to any of these questions then we are not the firm for you. If you are looking for a firm whose unique value is providing "One Size Fits All" financial solutions then, again, we are not the firm for you. If you are looking for help navigating the financial aspects of your life, consider this one question:
“What unique value will this firm provide for me or my organization?”
We think that the foundation for our unique value begins with a solid core relationship with you the client, one built upon giving you honest, objective advice and being accessible to you when you need us.
At OWM we strive to empower our clients with dynamic and objective strategies that help them build, enhance and importantly protect their wealth. We work to get our clients to think outside the box, set clear goals, and have realistic expectations. We don't sell products, we create strategies.
Values Over Profit
We believe...
That we are in a highly competitive market in which we must show our value and be accountable to our clients. The financial services industry has become increasingly commoditized with banks, brokerage houses, and insurance companies all vying for your investment dollars. Here are OWM, we continue to differentiate and distinguish ourselves from our competition based upon the value that we provide.
That when you, the client, hire a financial services firm, you want that firm to work for you and your interests. As a financial services firm, we must always be on the same side of the table as our client and our decisions and actions should always be client focused and not product or sales driven.
That individual investors should invest the way large institutions and endowments do. The investment policies of large institutions and endowments have strict guidelines when it comes to risk and to the ways in which their funds are invested. The foundations for delivering the consistent, long term returns these institutions need is based upon maintaining a strategically diversified portfolio that is proactively managed. Individual investors should invest likewise and with the same discipline.
That our firm must give back to the community. Through participation in our Charitable Partners Program we commit to giving a portion of the fees our clients pay to the charity of their choice.
That our clients always deserve our best and that without them, we have no business.
Contact us to learn more about our dynamic solutions.
