Omega Investment Management
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RETIREMENT PLANS TAILORED
FOR YOUR ORGANIZATION

Welcome to Omega Investment Management, where fiduciary dedication meets strategic retirement planning. As a stalwart advocate for our client’s best interests, we navigate the intricate landscape of 403(b) retirement planning in Arizona with objectivity and integrity that withstands the test of time. We specialize in crafting bespoke retirement plans tailored to corporations, non-profits, and government organizations.

At Omega Investment Management, we specialize in crafting bespoke retirement plans tailored to corporations, non-profits, and government organizations. Our commitment as 403b Fiduciary Advisor in California ensures that your financial well-being remains at the forefront of our mission.

Your journey to a secure retirement begins with selecting the right 403b Retirement Plan Advisor— your trusted partner in financial success. Your advisor should be a confidant, a professional with unwavering integrity, and a guardian of fiduciary responsibility. Omega Investment Management stands as the beacon of proficiency and financial strength, equipped with cutting-edge technology to service your 403(b) retirement plans.

We initiate the process with a comprehensive analysis of your plan, addressing critical aspects such as:
• Compliance: Ensuring adherence to regulatory requirements.
• Plan Design: Crafting a plan tailored to your unique needs.
• Fees: Transparent and benchmarked.
• Funds: Strategic selection for optimal performance.
• Recordkeeper and Administrator: Efficient management.

Omega Investment Management understands that individuals have unique insurance needs. Our suite of individual insurance solutions provides tailored coverage to meet your specific requirements. From life insurance to dental and vision plans, we ensure that you have the right protection in place to navigate life confidently.

The Top 5 Reasons to Choose Omega Investment Management

Plan sponsors often turn to Omega Investment Management for the top five reasons:

  1. Fiduciary Responsibility: Manage and reduce fiduciary responsibilities and liabilities.
  2. Understanding Fiduciary Duties: Gain insights into fiduciary duties for informed decision-making.
  3. Assisting Plan Participants: Support participants in understanding options, benefits, and changes.
  4. Staying Compliant: Stay abreast of government regulations and ensure plan compliance with our document maintenance for employers.
  5. Establishing Strong Plan Structures: Craft a robust plan structure adhering to legal mandates.

Why Choose Omega Investment Management?


  1. Appropriate and Benchmarked Fees: Our fees are transparent, appropriate, and benchmarked for fairness.
  2. Minimized Risk: Partner with an independent practice specialized in reducing exposure to fiduciary liability.
  3. Exceptional Service: Our 401(k) & 403(b) Fiduciary Advisors offer a range of services to safeguard fiduciaries while enhancing investment opportunities.
Omega Investment Management

Check our background & experience at: BrokerCheck by FINRA

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Omega Investment Management and Cambridge are not affiliated. We are licensed in the following states: AZ, CA, CO, FL, GA, MN, NJ, NV, NY, OH, TX and WA.

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