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Asset Management Products & Services

Tailored investment portfolios rooted in strategic asset allocation.

With half a century of experience and $28 billion in assets under management, Oppenheimer Asset Management (OAM) has earned a reputation for creativity, innovation, and superior investment management.

Our team of experienced professionals work closely with individual and institutional investors and their Financial Professionals to provide tailored investment solutions. With expertise spanning many disciplines – from hedge funds to mutual funds, and from domestic investments to offshore opportunities, we have the experience and training to address complex investment strategies to help move you closer to your financial goals.

How Oppenheimer Asset Management works

We believe every portfolio should stand on a solid foundation of knowledge of the specifics of each client’s situation. By asking the right questions, we evaluate your financial goals, expectations, investment history, and risk tolerance and work directly with your Financial Professional to design an investment plan specifically for you.

Once your investment plan is in place, we regularly review your investment objectives with you and your Financial Professional and make any necessary changes to your portfolio.

The OAM team, in cooperation with other Oppenheimer business units, also offers Private Market Opportunities to clients who are interested in raising money in the private markets and require comprehensive liquidity and capital raising strategies prior to going public.