Omc Financial Services LTD
OMC Financial Services, LTD. is an independent, fee-only Registered Investment Advisory firm headquartered in DeWitt, New York, near Syracuse. The firm was founded in 1982 and has been a registered investment adviser since 1988. OMC specializes in offering objective investment management, estate planning, and retirement counseling, primarily serving individuals and families with $100,000 or more in investable assets. The firm emphasizes custom portfolio design, attentive service, and fiduciary standards, with over 40 years of experience in the financial sector. Key advisors include Cynthia Scott and Greg, who possess more than 60 years of combined industry experience.
Investment Strategy
OMC Financial Services implements an independent, fee-only, discretionary investment management approach for individuals and families. They focus on creating comprehensive, goals-based financial plans by integrating all client assets across account types (individual, joint, IRA, trust). Portfolios are designed with sensitivity to tax considerations and may include stocks, bonds, commodities, REITs, MLPs, mutual funds, and ETFs. All accounts are actively and discretely managed, emphasizing trend identification, sector selection, and tactical asset allocation according to macroeconomic conditions and individual client objectives. OMC avoids conflicts of interest by operating under a fiduciary standard and not receiving commissions or third-party payments, thus ensuring alignment with clients' best interests.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 13.14% | $35.4M | 189,841 | $90.36 | $186.58 | +$2.3M |
A AAPL | APPLE INC | 11.41% | $30.8M | 120,793 | $170.03 | $254.63 | +$5.7M |
M MA | MASTERCARD INCORPORATED | 7.38% | $19.9M | 34,985 | $478.01 | $568.81 | -$90.8K |
V V | VISA INC | 6.60% | $17.8M | 52,104 | $278.75 | $341.38 | -$951.7K |
M MSFT | MICROSOFT CORP | 4.63% | $12.5M | 24,112 | $425.41 | $517.95 | +$518.8K |