Services for Institutions

Oppenheimer has created an investment boutique that allows us to focus our attention on each client. Our independence allows us to recommend customized strategies to help meet our clients’ needs without dependence on proprietary products. We limit the number of clients we serve so that each client has greater access to the professionals within the firm, allowing us a greater ability to tailor our advice and customer service to be most responsive to each clients’ needs. We believe these are important distinctions that separate us from our competitors.

Additionally, Oppenheimer has the deep internal resources one would expect of an established Wall Street firm. Our experienced teams of strategists and analysts provide support for all of our asset management services including asset allocation, market strategy, manager and fund due diligence, portfolio analysis and reporting.

Our comprehensive investment advisory services, include:

• Investment policy – development and regular review of your customized policy, recommending guidelines in keeping with your organization’s mission and objectives.
• Asset allocation – strategic asset allocation in line with your investment policy and emphasizing risk management.
• Portfolio construction and monitoring – structuring a portfolio of managers and funds of complementary styles seeking optimal returns with acceptable risk.
• Prompt, comprehensive reporting – online access and quarterly reports to keep you up to date.
• Proactive, personal communication – distinctive customer service built on our dedication to responsiveness, with direct access to the professionals responsible for your portfolio.
• Staff, committee and board education – commitment to enhancing the knowledge and understanding at all levels of your organization.