Alon Ozer Featured in Financial Advisor Magazine’s March 2020 Cover Story

We are pleased to share that Omnia Family Wealth Chief Investment Officer Alon Ozer was recently featured as part of Financial Advisor Magazine’s cover story for its March 2020 issue.

Considered a leading publication in the financial media, Financial Advisor Magazine delivers market information for financial advisors on a monthly basis, specifically focusing on strategies and management advice for advisors of high net worth clients. As a result, Financial Advisor Magazine turned to Ozer, who has more than twenty years of global investment experience, for its recent cover story about building client portfolios.

“We recommend that investors are diversified across assets, vehicle type, liquidity, debttype, sector exposure and fund’s vintage, as well as a few additional personalized components,” Ozer tells the publication. “A portfolio of this kind takes several years to build.”

Ozer then explains the four important components that Omnia integrates into their clients’ portfolios. These components include:

  • Corporate loans
  • Commercial mortgage-backed securities (CMBS)
  • Hedge-fund strategies (e.g. fixed-income arbitrage, statistical arbitrage and volatility arbitrage)
  • Business development companies (BDCs)

If you are interested in reading the cover story featuring Alon Ozer, pick up the March issue of Financial Advisor Magazine or click here to read it online.

Have Questions for An Advisor?

This field is for validation purposes and should be left unchanged.

RELATED ARTICLES

Cracking the Code of High-Yield Bonds: Expert Guidance from Michael Wagner

Cracking the Code of High-Yield Bonds: Expert Guidance from Michael Wagner

Read More
Michael Wagner on The National Desk: What Happens If the US Defaults on Its Debt?

Michael Wagner on The National Desk: What Happens If the US Defaults on Its Debt?

Read More
Michael Wagner in U.S. News & World Report: The Importance of Focusing on What You Can Control in Investing

Michael Wagner in U.S. News & World Report: The Importance of Focusing on What You Can Control in Investing

Read More
Michael Wagner in the Miami Herald: Strengthening Bonds within the Jewish Community

Michael Wagner in the Miami Herald: Strengthening Bonds within the Jewish Community

Read More
Michael Wagner Earns Acceptance into the Prestigious Wexner Heritage Program

Michael Wagner Earns Acceptance into the Prestigious Wexner Heritage Program

Read More
Michael Wagner in Startup Savant: What Bank Failures Mean for Startups

Michael Wagner in Startup Savant: What Bank Failures Mean for Startups

Read More
OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023

OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023

Read More
Michael Wagner in The Street: Opportunities, Risks and Back-Up Banks

Michael Wagner in The Street: Opportunities, Risks and Back-Up Banks

Read More
Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State

Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State

Read More
©2023 Omnia Family Wealth, All Rights Reserved.