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THE FIRM

Introduction to Director Mark Perchtold

Introduction to Director David Pierson

Symbolism of OMBA

OMBA's Regulatory Status

INVESTMENT PROCESS

OMBA's competitive edge

OMBA's Investment Process

Why OMBA use ETFs

Are ETFs in a bubble?

FUND

OMBA Moderate Risk Global Allocation Fund

FEES

Why pay a fee to build an ETF portfolio?

How are OMBA able to charge a lower fee?

INVESTMENT BASICS

What are Equities?

What is a Bond?

What is an ETF?

What are Dividends?

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