“It is a great honor to be recognized both in the industry and the Philadelphia area investment community, for integrity as well as quality financial service and responsible advice. I have devoted my career to the qualities that Five Star evaluates and continue to enjoy building long-term relationships with my clients and referrals as I help them work toward their individual financial goals.”
Who We Are
For over 130 years, Oppenheimer & Co. Inc. has evolved into an investment boutique that combines local hands-on service with global capabilities. We take pride in our long history and tradition of customized strategies to meet each client’s unique needs. The dedication, expertise and creativity of Oppenheimer’s professional staff helps us build and maintain our reputation for providing comprehensive investment guidance. We leverage's the firm’s breadth of resources as well as the expertise of outside investment management firms to recommend a personalized strategy that can help work towards addressing each client’s needs.
In this impersonal computerized age, we take the time to listen. Our consultative approach is essential to how we help you deal with the complexities you face, while helping to grow assets and manage risk.
Once we have prioritized your objectives, we guide you along measured, tangible steps toward addressing them. Sensitive to individual needs, we’re always flexible, yet consistent in providing strategic thinking. Our focus is on tax efficiency, risk management and financial agility.
In crafting your legacy, we actively engage with the next generation while working closely with your accountants and attorneys. To best serve your family, we emphasize in-person contact, keeping an open dialogue and ensuring we meet in person regularly no matter where you reside.
Our investment services for associations, foundations, endowments and other nonprofit institutions are centered on customized advice and guidance. We do not believe in “cookie cutter”-type approaches. Each organization is unique with its own liquidity, cash flow, investment return, risk tolerance and organizational characteristics. Therefore, their investment strategy should also be unique and customized. All of our recommendations and actions are based solely on our analysis of their potential benefit to help meet our clients’ needs. Independence and objectivity are among our greatest assets.