Retirement Communities

Investment Management at Oppenheimer

For over 130 years, Oppenheimer & Co. Inc. has provided responsible investment guidance. We combine hands-on service with global capabilities. We take pride in our long history and tradition of service. Let the dedication, expertise and creativity of Oppenheimer’s professional staff help you better serve your residents.

A Customized Approach for Communities' Reserves and Endowments

  • Independent, objective investment advice
  • Customized recommendations tailored to your needs
  • Experienced investment team
  • Outstanding customer service

We Are Different...

  • Customized Investment Management
    • No cookie cutter solutions
  • Thorough Manager Research Process
    • Proprietary, in-house research and analysis
    • Experienced team dedicated solely to analyzing potential managers
    • Independent, transparent research process
    • Always searching for opportunities
    • Looking beyond the next quarter to the long term
  • Continuous Monitoring
    • Asset allocation review – quarterly performance report and scenario modeling
    • Manager due diligence – quarterly manager analysis, summary and annual manager assessment
    • Comprehensive reporting via monthly details, quarterly summaries and online access
    • Proactive, personal communications – results, analysis and recommendations in writing, by phone/conference call and in person

Oppenheimer offers a broad range of services

  • Investment Policy. We assist in the development and review of your investment policy. Our ability to interact with your staff and investment committee enables us to recommend guidelines in keeping with your community’s unique mission and objectives.
  • Asset Allocation. Once the investment policy statement has set the parameters within which you can invest, we can work with you to recommend a strategic asset allocation tailored to your risk and return objectives.
  • Portfolio Construction and Management. We help construct a customized investment portfolio in line with your strategic asset allocation, utilizing our in-house, proprietary due diligence on managers and funds.
  • Portfolio Monitoring. When your needs or the markets change, we conduct additional reviews and present our recommendations in a timely manner.
  • Prompt Reporting. Online access and comprehensive quarterly reports keep you up to date.
  • In-depth Communication. We meet in person or by conference call with you, your committee and Board to ensure a thorough understanding of the portfolio’s structure, performance and compliance with your objectives and guidelines.
  • Full Custody Services

*The Omega Group is a program through Oppenheimer & Co. Inc. It offers a managed money program in which experienced Financial Advisors act as portfolio managers for their clients.