Services for Institutions

At O'Meara Financial Group, we understand that every organization has unique needs. Our role is to help you make smart, well-informed decisions about managing your assets.

Our established relationships with the country's largest investment management firms enable us to offer you a wide range of investment options.

The Services we provide include:

  • Reviewing goals for the organization and analyzing the current fiduciary process for the trust
  • Establishing and maintaining the Investment Policy Statement
  • Selecting investment options
  • Monitoring and reviewing investment options
  • Implementing comprehensive employee education campaigns for corporate retirement plans
  • Performing Fiduciary Reviews and Audits

We also provide comprehensive quarterly performance reviews, consulting, and education programs for employers and employees.

O'Meara Financial Group, unlike many other retirement plan advisors, is an independent firm with no proprietary investment products to promote. We educate plan sponsors about their alternatives and assist them in the implementation of appropriate solutions.