Why Choose Us

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Regional Focus. Global Solutions.

By working closely with Oppenheimer’s partners and affiliates, we provide our institutional clients with the world-class expertise and insight to meet their investment objectives.

But the provision of access is just the beginning.

 Over the years, we have developed a keen understanding of each of our clients’ return objectives, institutional mandates, reporting requirements, and fiduciary duties.

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Client Focus

Client Focus

Oppenheimer has created a client‐focused investment boutique, and we are proud to be a part of it. The company’s size affords our clients greater access to the professionals within the firm’s product departments, and it allows us to more readily tailor our strategies and customer service to your needs.

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Oppenheimer has created a client‐focused investment boutique, and we are proud to be a part of it. The company’s size affords our clients greater access to the professionals within the firm’s product departments, and it allows us to more readily tailor our strategies and customer service to your needs.

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Tailored Advice

Tailored Advice

Our recommendations for each client are tailored and reflect our understanding of that client’s risk tolerance and investment goals. We also work with clients to develop and format customized reports which best serve their needs at the portfolio management as well as investment committee and board levels.
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Our recommendations for each client are tailored and reflect our understanding of that client’s risk tolerance and investment goals. We also work with clients to develop and format customized reports which best serve their needs at the portfolio management as well as investment committee and board levels.
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Open Architecture

Open Architecture

Our manager recommendations are based solely on our analysis of their potential benefit to help meet our clients’ investment objectives. By taking advantage of third-party portfolio managers, we can focus on proprietary asset allocation research and maintain a team of in-house analysts whose sole function is to screen, select and perform due diligence of investment managers and mutual funds.
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Our manager recommendations are based solely on our analysis of their potential benefit to help meet our clients’ investment objectives. By taking advantage of third-party portfolio managers, we can focus on proprietary asset allocation research and maintain a team of in-house analysts whose sole function is to screen, select and perform due diligence of investment managers and mutual funds.
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Responsiveness

Responsiveness

Clients have direct access to each and every one of our team members. This also allows us to proactively communicate with you and explain how economic and market events may affect your investment portfolio. Most importantly, we are prepared to meet with your investment committee or board of directors for formal presentations or informal discussions as often as needed.
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Clients have direct access to each and every one of our team members. This also allows us to proactively communicate with you and explain how economic and market events may affect your investment portfolio. Most importantly, we are prepared to meet with your investment committee or board of directors for formal presentations or informal discussions as often as needed.
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Trusted Reputation

Trusted Reputation

Our track record demonstrates a commitment to results driven investments and leadership in the financial marketplace. We also understand the fiduciary responsibilities of our clients’ boards of directors. You can examine our BrokerCheck record here.

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Our track record demonstrates a commitment to results driven investments and leadership in the financial marketplace. We also understand the fiduciary responsibilities of our clients’ boards of directors. You can examine our BrokerCheck record here.

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Risk Management

Risk Management

While portfolio income and returns are vital, we place great emphasis on risk management. We share Oppenheimer Asset Management’s belief that risk encompasses not only the volatility of investment returns but also liquidity risk, operating budget risk and organizational risk. Understanding these risks is crucial to providing the customized advice our clients expect.
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While portfolio income and returns are vital, we place great emphasis on risk management. We share Oppenheimer Asset Management’s belief that risk encompasses not only the volatility of investment returns but also liquidity risk, operating budget risk and organizational risk. Understanding these risks is crucial to providing the customized advice our clients expect.