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  • Portfolio Management

First and foremost, we want to understand your wants and needs for retirement, income, college, or other personal and/or aspirational goals.


Our philosophy is "Control what you can and plan for what you can't."  Your financial plan provides a blueprint from which your investment strategy is built.  While short-term market fluctuations will occur, trends take time to form.  Our goal is to take advantage of those trends in the market & economic cycles.


Once you engage us for portfolio management services, we can help you by:

  1. Helping you develop an investment policy, given your circumstances and preferences, to pursue risk-managed growth over the long term;
  2. Identifying & implementing strategies to meet your criteria; 
  3. Communicating with you on an ongoing basis to keep you informed of observations on the market & economy; 
  4. Evaluating  your progress periodically, using both quantitative and qualitative methods.

1020 Park Drive #402

Flossmoor, IL 60422

708-960-0520

708-960-0521 FAX

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of OmniDivitia Wealth Management, Inc. and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by OmniDivitia Wealth Management, Inc., a Registered Investment Advisor in the State of Illinois.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of IL or where otherwise legally permitted.