The Omaha Group at Morgan Stanley* is a team of experienced investment professionals who share a common philosophy on investing and managing wealth. As of 03/31/2014, the team oversees over $750 million in assets for approximately 300 high net worth families in 34 states.
As your financial advisor, The Omaha Group listens to your passions and future plans—and helps pave the road for your individual journey. Working with clients for more than 30 years, we’ve walked them through every step of their financial voyage—not just as their financial partner, but as a friend. Create the future you envision for yourself—and for your family.
Value Investing Philosophy. Our patient, long-term value approach is inspired by local investing legends Warren Buffett and Charlie Munger.
Focused Portfolios. We think investors have been oversold on diversification and that the fear of having too many eggs in one basket has caused them to put far too little into companies they thoroughly know and far too much into other companies about which they know very little. According to Morningstar, the average equity mutual fund holds 190 stocks. Our typical equity portfolio holds approximately 20 stocks.
Accountability. Our team personally manages each client’s portfolio “in-house” rather than the popular trend of delegating the money management role.
Direct Access. Since we are the portfolio managers, when our clients have a question about their investments, they have direct access and insight to our thought process.
Transparency. We avoid the use of packaged products or pooled investment vehicles. By sticking to a handful of individual stocks and/or bonds, our clients know exactly what they own and why they own it.
Tax-Aware. We create portfolios with a concern for taxes, structuring them to help minimize and defer as much tax as possible.
Multi-Generational Focus. We strive to educate our clients’ children and grandchildren on investing and financial decision-making.
Technology. We utilize a web-based approach to the financial planning process.
Structure. We have a clearly defined team with designated roles and responsibilities.
Experience. Our team members’ respective industry experience: Financial Advisors - John Dahir (31 years), Bob Howard (30 years), Pat DiBiase (29 years), Nick Bedlan (11 years), Nate Farmer (9 years), Client Service Associates - Michelle Mayo (20 years).
Education. Nate Farmer, Financial Advisor, is a CERTIFIED FINANCIAL PLANNER (CFP) and a former Certified Public Accountant (CPA). Nick Bedlan, Financial Advisor, is a CERTIFIED FINANCIAL PLANNER (CFP) practitioner and a Certified Investment Management AnalystSM (CIMA). Pat DiBiase, Financial Advisor, has completed the Senior Account Executive Program at The Wharton School of Business.
Concierge Service, Incisive Investment Philosophy. By working with a select number of clients, we are stewards of your investments, dedicated to creating a customized portfolio tailored to your wealth management needs. Every concern is addressed rapidly, any issue resolved without delay. Clients’ interests are treated with the same care as our own. With an incisive investment style and a prudent financial practice, we enable clients to enjoy their life, knowing they have a plan for their long-term goals, and their future.
Portfolio Management is an advisory program in which the client's Financial Advisor invests the client's assets on a discretionary basis in a wide range of securities.
Diversification does not guarantee a profit or protect against a loss.
Tax laws are complex and subject to change. Morgan Stanley* LLC, its affiliates and Morgan Stanley* Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult their personal tax or legal advisors to understand the tax and related consequences of any actions or investments described herein.
This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley* LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley* LLC, Member SIPC
1 James W. McCarthy and Monica Ann Ness, Boomer Market Advisor, October 2007.
2 As of 3/31/2012. PM Equity Growth Composite
See July On the Markets from the Global Investment Committee featuring
• "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.
• "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.
• "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.
Plus, look for more on economics, equities, fixed income investments and commodities.
As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.