Consider the Source

Building a well-constructed investment portfolio is more difficult than ever before. To help investors face this challenge, Omnia Family Wealth’s Chief Investment Officer Alon Ozer recently published a new memo about the roadblocks and solutions to efficient, strong compounding when investing long-term capital. Now, Ozer joins Omnia Family Wealth Co-Founder and Chief Operating Officer Michael Wagner to provide further insight into some of the most effective portfolio construction tactics.