Omni Investment Solutions LLC

Omni Investment Solutions is a small, recently formed advisory firm that provides portfolio management for individual clients and hourly financial planning and consulting. It operates primarily through a co-advisor relationship with a third‑party money manager, helping clients select appropriate model portfolios and documenting client goals and restrictions.

The firm’s investment approach centers on third‑party model portfolios rather than selecting individual securities; Omni has limited discretionary authority to choose and maintain models but does not trade securities within those models. Account reviews are performed quarterly and financial plans are delivered on an hourly basis with updates available as clients’ situations change.

Notably, the ADV discloses that multiple owners and key personnel maintain affiliated insurance‑agent businesses and related outside activities, and the brochure explains how those affiliations and commissions are disclosed and mitigated—an arrangement that is less common among similar supported firms. The firm also describes fee‑sharing and an incentive participation arrangement with its sub‑advisor tied to asset thresholds, and its documentation and small operational footprint suggest a retail, individual‑client focus rather than a practice centered on high‑net‑worth clients.