Omsai Com LLC

OMSAI COM LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities. In addition to portfolio management and pension consulting (including participant fiduciary advice for qualified plans), the firm also offers tax, accounting, payroll support and company‑formation services to clients.

The firm employs a tactical allocation strategy intended to reduce risk and pursue improved performance, drawing on fundamental, technical and cyclical analysis and a broad set of instruments (e.g., equities, fixed income, mutual funds, options, variable insurance and partnership interests). While the advisor can manage accounts on a discretionary or non‑discretionary basis, the brochure reports that reported assets are currently managed on a non‑discretionary basis and redistribution in those accounts requires client approval; the firm also uses third‑party platforms to manage certain defined‑contribution participant accounts.

OMSAI COM is notable among peers for combining investment advisory work with accounting services and licensed insurance and mortgage brokerage activities, which the firm discloses can create conflicts of interest through additional compensation and insurance commissions. The firm manages a modest amount of assets (about $930,000 reported) for a small client roster, emphasizes written disclosures and a Code of Ethics, and may refer clients to third‑party managers or platforms when appropriate.