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.

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