Omnia Family Wealth’s Michael Wagner Featured in Barron’s

Michael Wagner, co-founder and COO of Omnia Family Wealth, was recently featured in Barron’s sharing his perspective on risk management as equity markets reach record highs.

“The time to be concerned about your allocation is when things are going well…because that’s the time you have to make changes before something bad happens,” Wagner explained.

He also highlighted Omnia’s current positioning, which includes reduced equity exposure, a heavier tilt toward fixed income, and the disciplined use of gold as a geopolitical hedge.

Filtering noise out of the process is part of building durable, long-term wealth. Market highs and lows come and go, but thoughtful allocation changes made during periods of strength may help portfolios remain resilient. We see forecasts as one input among many, useful for shaping allocation questions, not providing final answers.

You can read the full Barron’s article here.

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No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of Omnia Family Wealth strategies are disclosed in the publicly available Form ADV Part 2A.

Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Generally, among asset classes, stocks are more volatile than bonds or short-term instruments. Government bonds and corporate bonds have more moderate short-term price fluctuations than stocks, but provide lower potential long-term returns. U.S. Treasury Bills maintain a stable value if held to maturity, but returns are generally only slightly above the inflation rate.

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