Skip to Main
concrete curved building facade

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.


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.

Learn More investment solutions
mature business man discussing business

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.

Learn More Learn More about Corporate & Executive Services
business women having a meeting around a table

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

Learn More Learn More Retirement Products & Services
business people having a meeting around a table

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.

Learn More Learn More more about trust services
family of four laughing at the beach
Blue waves on black background
May 2011


  • PIPE
  • Sole Placement Agent
  • Wafergen
  • Healthcare