Alpha & Omega, Inc. Financial Management Consultants, Inc. is a Regional Employee Benefits Consulting Firm and a Registered Investment Advisory Firm offering: 
  
   Employee Benefit Services
   Asset Management Services
   Trust Consulting
  
The company was founded in 1975 and incorporated in 1978.  From its inception, Alpha & Omega, Inc. has specialized in the design, administration, compliance testing, actuarial certifications and trust audit of qualified plans.  The plans administered include: 

Profit Sharing
            Target
Money Purchase   ESOP
Defined Benefit   KSOP
Cross-Tested   Non-Qualified 
(Rabbi or Secular Trust)
401(k)   Cafeteria Plans
403(b)            
  
Over the years Alpha & Omega, Inc. has provided consulting services to various national and state chartered banks in helping establish trust divisions or helping enhance the services of an existing one.  The firm also provided both the technical and back office administration support which enabled each trust department to offer employee benefit record keeping services.

Our primary market area is Southern California, which represents 80% of our business.  Our average 401(k) client has 160 participants and our average Cafeteria Plan has 182 participants per plan.  We service clients in Northern California, Arizona, Nevada, Idaho, North Carolina, Florida, and Illinois.
  
For additional information, please refer to the following articles in the Alpha & Omega, Inc. Research Library:
  
   The Role of the Consultant
   Matching Our Skills to Your Needs
   Our Working Relationship with You
  

Alpha & Omega, Inc. Financial Management Consultants
8580 La Mesa Blvd, Suite 100
La Mesa, CA 91941
Phone:  619-462-7812
Toll-Free:  800-755-5060  ~  Fax:  619-462-1766
Email:  info@Alpha-Omega-Inc.com