Omsai Com LLC

OMSAI COM LLC provides fee‑based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities, serving a small client base of primarily non‑high‑net‑worth individuals with roughly $930,000 in assets under management. The firm also offers pension consulting and participant fiduciary advice for retirement plans and extends non‑investment services such as tax, accounting, payroll support and company formation.

The firm describes a tactical allocation approach that uses fundamental, technical and cyclical analysis and may employ a wide range of instruments—including mutual funds, equities, fixed income, options and variable insurance products—to manage risk and seek performance. OMSAI COM provides both discretionary and non‑discretionary management in its agreements but currently reports its client assets as primarily non‑discretionary and will only implement reallocations in those accounts with client approval.

What distinguishes the firm from many peers is the combination of advisory services with an accounting practice and licensed insurance and mortgage brokerage activities; the brochure discloses that these non‑advisory services account for a substantial portion of the firm’s income and time and can create commission‑based conflicts of interest. The firm is a very small, single‑advisor practice with no account minimums and uses third‑party platforms to review and manage held‑away retirement plan accounts.