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Financial Advisor Resources and Support

Helping you outperform and deliver value to clients.

Through Oppenheimer Asset Management (OAM), Oppenheimer Financial Advisors have access to customized investment advice and investment management. Our creativity, innovation, and superior investment knowledge provides you and your clients with unbiased advice and ideas that address goals and objectives.

With more than a half century of experience, OAM has earned a reputation as the go-to partner for Oppenheimer Financial Advisors.

Quotation from Aenean Pretium

10:1 Ratio of Financial Advisor to OAM Professional

You'll have direct access to investment decision makers and business partners that span many disciplines; from research and due diligence to investment strategy and financial planning. We excel at integrating traditional and alternative portfolios into unified solutions and believe that discovering early stage partnerships with investment management teams in traditional and alternative investments are a channel to potential future outperformance.

OAM’s Discovered Manager Series

An Active Management Approach to Investing

Our unique Discovered Manager Series, an active management solution, introduces your clients to portfolio management teams that share our level of market passion, conviction, and smart business sense. We have the experience, continuity, and training to address the diverse needs of a complex investment universe, helping you to address each of your client’s financial goals.

How OAM Works

You’ll be provided access to a comprehensive integrated investment platform that is coupled with a strong service-oriented infrastructure. We will evaluate your clients’ detailed financial goals, expectations and risk tolerance to help you design investment plans. Our team of professionals create and maintain close working relationships to help you through the evaluation, proposal, and implementation process that supports your financial recommendations.

Institutional Fixed Income Services

Oppenheimer Investment Management

The Oppenheimer Investment Management (OIM) Team offers the ideal approach for small-to-midsized clients. Using a bottom-up investment style, we leverage our proprietary research to focus on individual securities. We combine our detailed knowledge of individual issuers with general industry analysis, economic forecasts, and global trends to understand the macro environment our issuers face.

Benefits of OIM:

  • Extensive experience managing $25 billion in multiple insurance companies through a 200 employee investment subsidiary
  • Top-tier sales coverage facilitates new issue allocations and trade execution
  • Timely communication and nimble decision making
  • Direct access to all portfolio managers and analysts

Our team’s style emphasizes corporate bonds and portfolios that are well diversified by asset class. We monitor holdings and sector allocations frequently against other fixed income opportunities for relative value and rebalance portfolios proactively, subject to income tax constraints. We strive to outperform using security selection and sector allocation without making interest rate bets.