OmniVest Groups’ global macro investment strategy is headed by Thomas J. Sowanick. A worldwide-recognized investment strategist, Tom held senior executive positions at Merrill Lynch, including Chief Investment Officer the Private Client Group. Tom has been recognized by Institutional Investor and Harvard Business School, and is featured periodically on Bloomberg TV.

On a daily basis, Tom researches and evaluates economic and market data, politics, demographics and global developments to discern and understand fundamental trends. His insights drive OmniVest Groups’ recommendations to clients regarding asset allocation and individual investment strategy.

• Evaluate Existing Investment Portfolio
• Develop Investment Policy Statement
• Recommend Asset Allocation
• Implement the Investment Process
• Monitor Investment Performance
• Provide Aggregated Performance Reports to client
• Meet with client to review portfolio, including Board and Committee meetings as appropriate
• Prepare documents and provide information to the client’s service providers, e.g. accountants, attorneys, auditors
• Educate clients about investments and
  • Philanthropy
  • Multi-generational Investing
• Strategically outsource non-investment related services such as business consulting, tax preparation, insurance solutions, and concierge services.