Wealth Management Services
We provide investment advisory and wealth management to a broad range of individuals, families and businesses.
- Planning Services1
- Retirement Services
- Trust Services2
- Estate and Succession Strategies
- Cash Management3
- Investment Consulting Services for Institutions and Individuals4
- Customized Portfolio Analysis
- Investment Policy Statement
- Asset Allocation
- Investment Manager Selection
- Portfolio Construction
- Consolidated Reporting
- Manager Research and Due Diligence for Traditional and Alternative Investments
1 If you select one or more of the advisory services (i.e.: Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity. If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com or call the branch manager of the office that services your account, for further information regarding the differences between brokerage and advisory products and services.
2 Trust services are provided by Oppenheimer Trust Company of Delaware.
3 Available for Institutional Investors Only.
4 Consulting services provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).
5 Alternative investments, such as Hedge Equity & Fund of Funds, are made available only to qualified investors and involve varying degrees of risk