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buildings of institutional investment boutiques

Oppenheimer Investment Management

Oppenheimer Investment Management LLC is a focused institutional investment boutique that provides customized solutions to institutional investors

Our firm is defined by our people. We strive to sustain and strengthen a culture of integritytrust, and loyalty that breeds a singular commitment to the pursuit of our clients’ best interests. Capturing alpha is our mantra. Our investment teams engage a constant focus on consistent, alpha-generating investment ideas for the institutional portfolios they manage.

We are active investors. We believe the investment markets are exposed to inefficiencies over time, and we seek to capitalize on these inefficiencies through a rigorous, consistent security selection process. Our customized solutions to institutional investors include:

  • Taft-Hartley Funds
  • Corporate Pension Plans
  • Public Pension Funds
  • Foundations and Endowments
  • Insurance Companies

Our History

With proud roots dating back to 1881, the name Oppenheimer is a recognized, respected name in the investment management industry. As with many investment companies, the Oppenheimer name has undergone a number of organizational changes over the last half-century.

Founded in December, 2004, Oppenheimer Investment Management (OIM) is an institutional asset management firm. OIM is an indirect subsidiary of Oppenheimer Holdings Inc. and an affiliate of Oppenheimer & Co. Inc. (New York, NY). OIM is built on a foundation of the traditional investment firm culture with employee ownership, performance-based compensation and a horizontal management structure.