1055 North 115th Street
Omaha Advisors believes that tactical portfolio management and strategy diversification will give investors the greatest opportunity to realize compounded interest over time. The goal is to maintain a stable portfolio by adapting the portfolio holdings to benefit from any market environment. Our investment philosophy hinges on capturing as much upside opportunity as possible while avoiding large drawdowns given specific risk objectives. Large drawdowns during retirement can have catastrophic consequences on the portfolio’s ability to generate needed income to support living expenses.
We spend significant time educating clients on risk management and risk mitigation. Therefore our investment philosophy is tailored to embrace the following concepts: