Omnivest Group LLC

OmniVest Group, LLC is a New Jersey Registered Advisory Firm established in 2014 by Frits Besselaar, who has over 25 years of experience in managing investment partnerships. The firm offers investment supervision and wealth management services to individuals, family offices, trusts, estates, charitable organizations, and corporations. They provide both discretionary and non-discretionary investment management, with a focus on distressed debt, convertible arbitrage, event-driven transactions, and more. OmniVest Group customizes asset allocation based on client goals and uses fundamental and qualitative analysis in their investment process. Clients can invest a minimum of $500,000 with OmniVest Group, and the firm's fees generally do not exceed 1.0% of assets under management annually. They work with custodians like Charles Schwab and Morgan Stanley for client assets. The firm does not charge performance-based fees and primarily provides advisory services on a non-discretionary basis, but can offer discretionary services upon client request. Clients have the final say in implementing investment decisions unless the account is considered discretionary. OmniVest Group does not have any disciplinary information or financial industry affiliations, and they do not maintain custody of client assets. The firm emphasizes a forward-looking approach to risk and return, tailored to each client's unique goals and portfolio needs.