Asset Acquisition
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ONMS Invest
Discovery Meeting
During our discovery meeting we will learn about your personal financial situation. We will seek to understand your values, goals, and investment objectives. It is during this phase of the process that we will review your risk tolerance, cash flow needs, and other pertinent information unique to your financial situation.
Portfolio Review
- Once we have a clear understanding of your investment objectives, we will conduct a comprehensive portfolio review.
- An investment portfolio review is an assessment of your current portfolio to evaluate whether it’s aligned with your financial goals, risk tolerance, and tax efficiency objectives.
- It involves analyzing your asset allocation, diversification, risk exposure, management expenses, ownership costs, and tax strategies. The primary objective of an investment portfolio review is to ensure that your portfolio is positioned to achieve your long-term financial goals while minimizing risk.
Preliminary Proposal
- Next, we will prepare and send you a preliminary proposal for your review. We offer to meet a second time to review the proposal together. Our proposal will outline any recommended changes to your portfolio based on your cash flow needs, risk tolerance, investment goals, etc.
- If we mutually decide that we are a good fit, then we move to the next step to take care of the advisory paperwork and account opening.
Implementation and Ongoing Monitoring
Last, we will implement our agreed-upon changes to your existing portfolio and provide ongoing monitoring of your investments. We are available for ongoing portfolio reviews and to answer any questions you may have. We ask that you notify us immediately if there are any changes to your personal financial situation.
ONMS Invest
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Portfolio Management
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Tenant Find and Screening
Every application undergoes careful screening, with background and financial checks designed to keep your interests protected.
Rental Management
Getting your rent payment on time shouldn’t be a guessing game. We handle all billing, and work to get your money to you on time.
Property Maintenance and Security
We work to quickly find the right tenant for your property and use our proven marketing methods to attract high-quality applicants.
Legal Advice
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Maintenance and Property Inspections
- We keep your investment safeguarded
- Protecting and maintaining your home and your investment is our top priority. We coordinate and communicate with the tenants, owner, and vendor for all maintenance needs.
- Responsive Service, 24/7 maintenance support for tenants and owners
- After-hours emergency line for emergencies that need immediate service
- Non-emergency maintenance requests can be made through the online tenant portal to determine if a vendor needs to be called.
- Transparent Communication
- The online owner portal keeps owners in the loop at all stages of a maintenance issue
- Real-time updates and records can be accessed anytime through the online owner portal
- Maintenance expenses are included with monthly owner statements and are always available through the online owner portal
- Accurate Reporting
- ONMS negotiates high-quality services at reasonable rates with its nationwide network of licensed, bonded, and insured tradesmen and suppliers.
Why Outsource to Us?
Our Outsourcing Services Provide
- Cost Efficiency: Save up to 50% on operational expenses while maintaining exceptional quality.
- Access to Global Talent: Work with skilled professionals across industries—IT, customer service, HR, marketing, and more.
- Scalability: Quickly scale your operations up or down to adapt to market demands.
- 24/7 Support: Leverage round-the-clock support, ensuring your business runs smoothly.
- Focus on Growth: Free up your team to focus on innovation and growth, while we handle the rest.