No two investors are alike. Which is why when it comes to building a diverse portfolio of investments, Oppenheimer Asset Management (OAM) provides unbiased advice and ideas that serve to match our clients’ goals and objectives. By choosing from a mix of traditional and alternative investments, we help our institutional clients find the right investment opportunities for their portfolios.
To learn more about our Asset Management products and services, please contact Nicolay Siclunov.
When it comes to constructing and implementing your portfolio, Oppenheimer takes a disciplined and comprehensive approach. OAM’s Traditional Investment Services Team performs deep due diligence on account managers, mutual funds, and exchange-traded funds (ETFs) based on a combination of qualitative and quantitative checkpoints. Our focus list includes only those strategies and investments that have our highest conviction.
Oppenheimer Asset Management has been a pioneer in alternative investment creation and management for over 40 years, including the launch of our first registered alternative fund in 1999. We share OAM’s belief that a careful allocation in alternative investments, for qualified investors, can offer a more diverse and expanded investment portfolio and serve as a complement to traditional equity and fixed income assets.
Oppenheimer provides access to curated alternative asset funds through a proprietary investment platform. OAM has developed partnerships with specialized managers at alternative asset funds that have unique investment themes and which we believe could be opportunistic for investors. By working directly with OAM, we offer our clients access to a wide universe of alternative investments.
Oppenheimer Asset Management, 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 solutions prior to going public.
By working closely with Oppenheimer Investment Advisors (OIA), we assist institutional clients in the discretionary management of fixed income portfolios. OIA’s team of experienced professionals shares a common philosophy that emphasizes a disciplined investment process, combined with a long-term focus on managing risk. OIA’s approach offers you direct access to investment managers, and allows us to create a variety of portfolios to help meet each client’s specific needs and objectives.
OIA's fixed income strategy seeks to preserve principal and offer appropriate risk-adjusted returns through a diversified selection of high-quality securities. The goal is to reduce risk, while emphasizing higher-quality investment-grade issues.