812 Huron Road
Caxton Building
Suite 670
Cleveland, Ohio 44115
216.348.8082
216.348.8080 Fax
800.846.9051

 
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1. Understand Fiduciary Responsibilities
 
2. Investment Policy Statement
 
3. Comply with ERISA 404(c)
 
4. Comprehensive Due Diligence Process
 
5. Fiduciary Liability Insurance
 
6. ERISA/Pension: Fidelity Bond
 

 

 
Our goal is for investors to achieve superior performance over the long-term through a disciplined investment process and proper diversification.


 

 

Copyright 2007 Omega Pensions, Inc., All rights reserved


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Omega Pensions, Inc.   812 Huron Road, Suite 670, Cleveland, Ohio 44115  Phone: 216.348.8082