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Additional Institutional Services

Oppenheimer offers customized solutions to institutional investors such as Taft-Harley Funds, public pension funds, corporate pension plans, foundations and endowments, and insurance companies. We work with investors that have a broad range of needs, require individualized services, and have strong fiduciary culture to deliver tailored advice and full support from our experienced professionals.

Services

Choosing from a mix of traditional and alternative investments from across the global financial landscape, we help Financial Advisors, private investors, and institutional clients find the right investment opportunities for their portfolio.

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We offer broad resources and distribution through our asset management platform and a proactive capital markets group that provides you both with exposure to the institutional investor community and significant after-market service.

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Oppenheimer works with individuals, employers, and plan sponsors to establish and maintain the best possible retirement savings plans – based on each unique circumstance.

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Oppenheimer delivers a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses through our fiduciary organization, Oppenheimer Trust Company of Delaware.

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May 2011

$30,400,000

  • PIPE
  • Sole Placement Agent
  • Wafergen
  • Healthcare