Caxton Building
Suite 670
812 Huron Rd. E.
Cleveland, Ohio 44115
Office: (216) 348-8082
Office: (800) 846-9051
Fax: (216) 348-8080

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Ω Minimize Fiduciary Liability

Ω Requirements

  1. Understand Fiduciary Responsibilities
  2. Investment Policy Statement
  3. Comply with ERISA 404(c)
  4. Comprehensive Due Diligence Process
  5. Fiduciary Liability Insurance
  6. ERISA/Pension: Fidelity Bond

Our goal is for investors to achieve superior long term performance through disciplined investment processes and proper diversification strategies.

 

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Omega Pensions, Inc.   812 Huron Road, Suite 670, Cleveland, Ohio 44115  Phone: (216)348-8082