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Proprietary Fixed Income Services

Proprietary Fixed Income Services

Disciplined risk management and securities selection.

Oppenheimer Investment Advisors (OIA) manages fixed income portfolios on behalf of high net worth individuals and institutional clients. Our team of experienced professionals shares a common philosophy that emphasizes a disciplined investment process, combined with a long-term focus on managing risk. Our approach offers you, through your Financial Advisor, direct access to investment managers, and allows your Financial Advisor to create a variety of portfolios to help meet your specific needs.

OIA's fixed income strategy seeks to preserve principal and offer appropriate risk-adjusted returns through a diversified selection of high-quality securities. The goal is to reduce risk, while emphasizing higher-quality investment-grade issues. OIA offers taxable and tax-exempt investment portfolios.

Advantages of OIA

  • Direct access to an experienced team of investment professionals with a disciplined approach to institutional fixed income investing
  • Individually managed portfolios offering customization of cash flow, risk tolerance, and tax parameters
  • Access to institutional trading without additional retail sales charges