Omnia Family Wealth’s COO Michael Wagner Shares Insights in U.S. News & World Report

Michael Wagner, chief operating officer at Omnia Family Wealth, was recently featured in a U.S. News & World Report article examining investment strategies of high-net-worth individuals. The piece explores diverse approaches to portfolio construction, challenging common assumptions about billionaire investment patterns.

In the article, Wagner emphasizes the importance of tailored investment strategies. He notes, “Everyone has an opinion of what’s going on in the market, but experienced investors know, especially at this echelon of wealth, that at the end of the day, you have no predictive ability. You’re trying to build a resilient portfolio.”

Wagner’s insights align with Omnia’s philosophy: crafting resilient, personalized portfolios that serve our clients’ needs in today’s complex financial world.

Find the complete U.S. News & World Report article here.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.