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Traditional Investment Services

Traditional Investment Services

Strategic asset allocation, manager research, and portfolio construction.

When it comes to constructing and implementing your portfolio, Oppenheimer takes a disciplined and comprehensive approach. Our Traditional Investment Services Team performs deep due diligence on account managers, mutual funds, and exchange-traded funds (ETFs) based on a combination of qualitative and quantitative checkpoints. Our focus list for Oppenheimer Financial Advisors and their clients includes only those strategies and investments that have our highest conviction.

What We Provide:

  • Strategic asset allocation* – To determine the most effective grouping of investments for a client’s portfolio, we examine the historical performance of a variety of assets across equities and fixed income. We also factor in market trends, inflation, and how we expect these asset classes to behave over the long-term.
  • Manager research – Oppenheimer looks for managers that have achieved sustainable alpha and have differentiated investment perspectives that fit within our existing platform strategies.
  • Portfolio construction - Oppenheimer carefully constructs single and multi-asset portfolios to maximize risk-adjusted returns and blend together complementary strategies.

* The use of an asset allocation does not guarantee a gain nor protect against a loss.