A rules-based system that reads the market and responds — long when prices climb, short when they fall. No predictions. No headline-chasing. The only human part is execution.
At its core Omega is a system. It objectively reads market conditions and responds with precision — no guesswork, no headline-chasing, no predictions about what's coming next.
Unlike buy-and-hold, Omega seeks opportunity in rising and falling markets — long when prices climb, short when they decline. It responds to what the market is actually doing, in real time.
Fear sells at the bottom; greed buys at the top. Omega is engineered to take those impulses out of the equation — a process that behaves consistently through bull markets, corrections, and everything between.
Takes long positions in leveraged index funds to amplify participation in upward moves.
Moves to inverse funds, seeking to profit from the drawdowns that passive strategies absorb in full.
Cuts exposure or moves to cash based on signal confidence. No discretionary override, ever.
Simulated performance, April 2020 (inception) through June 2026, net of the 1.64% aggregate fee. Past performance is not indicative of future results. The path includes meaningful drawdowns; compounding rewards staying disciplined through them.
2020 reflects April–December (inception April 2020). 2026 year-to-date through May. Simulated. Past performance is not indicative of future results.
Omega isn't meant to replace an index allocation. Most thoughtfully built portfolios benefit from both passive and active components; this shows what each asks of the investor, and where Omega fits as one thoughtfully sized piece of a diversified plan.
2020 reflects April–December. 2026 year-to-date through May. Green positive, red negative. Simulated; past performance is not indicative of future results.
See whether Omega has a place in your portfolio. We'll walk you through how it works and share the full performance data.
Schedule a CallDownload the Fact Sheet (PDF)Performance shown is simulated and hypothetical. The Omega Strategy is a proprietary rules-based strategy blending two underlying strategies that Lake House purchases from a third-party registered investment adviser. The underlying strategies have been active since July 2005 and April 2020 and include leveraged and inverse mutual funds, which carry high volatility and significant drawdowns. Leveraged and inverse funds are designed to achieve stated objectives on a daily basis; performance over longer periods can differ significantly and may expose investors to sudden losses. Max drawdown reflects the worst peak-to-trough decline. The strategy may not be suitable for all investors. Past performance does not guarantee future results. Services are provided under the name Lake House Private Wealth Management, a dba of MGO One Seven, LLC, a registered investment adviser with the SEC. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
