Investment Management Consulting
Our Mission | Investment Management Consulting
Most Catholic organizations that rely on internal savings programs to fund construction accept inferior returns on their assets in order to avoid or manage operational risks. Investment programs frequently fail to acknowledge the nature of the liabilities that the invested assets are held to serve. This lack of operational knowledge diminishes the quality of advice that an investment advisor is able to provide throughout the investment management process and may diminish investment returns. In addition, many traditional investment advisors do not have the depth of knowledge or the expertise to create investment plans that are in conformity with the moral teachings of the Church.
Methodology
In partnership with its clients, O’Meara Ferguson builds financial stewardship plans that protect principal, mitigate risk, and maximize returns. Our investment strategies combine premier institutional asset managers, careful risk control, independent oversight, and faith-based values to deliver an investment approach uniquely suited to Catholic institutions and their fiduciaries. Further, O’Meara Ferguson matches invested assets to liabilities (a fundamental concept of the for-profit world) to greatly enhance the financial viability and strength of its clients as well as provide them with a sense of financial security.
Staff Services
O’Meara Ferguson believes that sound investing guided by and in harmony with the social and moral teachings of the Church does not require compromising on returns. O’Meara Ferguson’s investment strategies are uniquely designed for each organization with emphasis on capital preservation, protection from downside risk, and maximization of upside potential.
Goals
The underlying concepts upon which our business was conceived date back decades to a time when it was the client’s experience that was of paramount importance. These days, it often seems as though that message has been lost and that the focus of investment companies in business today has shifted away from their clients and turned inward instead.
Our goal was to form an organization that married the tradition of providing the very best in client service and advice with state-of-the-art financial resources. We have accomplished this in part by offering highly personalized wealth enhancement solutions via traditional investment options and strong alternative investment selections.
