Omega Investment Management

Financial ServicesCalifornia, United States11-50 Employees

OMEGA Investment Management offers fair and objective retirement planning counsel to clients. OMEGA is dedicated to providing comprehensive services with unbiased solutions in a simple, process-oriented approach.  Because we are independent, we are not beholden to any singular program or provider.  Our job is simply to find the best solutions for you. We pride ourselves on our integrity, experience, and industry knowledge.

We offer not only oversight of client assets by OMEGA personnel but two additional firms provide compliance review and resources:

Cooper McManus: Assets under administration of nearly $360 million.  More than 65 advisors and employees.
Securities America: Assets under management of nearly $55 billion.  More than 2,100 advisors and employees.




Cooper McManus is a SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc.  A Registered Broker/Dealer. Member FINRA/SIPC. (www.finra.org)  
 SIPC  (www.sipc.org)    Kathy Steinbrecher, Representative.      Cooper McManus, Omega Investment Management and Securities America are not affiliated.  California Insurance License # 0G03380
Licenses:  7, 63, 66
Securities Licensed in:  CA, NJ

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