OAM Investment Summits and Forums
- March 7, 2019
Oppenheimer Asset Management is meeting with Financial Advisors around the country to discuss the insights and tools that drive portfolio strategies.
Over this past quarter, Oppenheimer Asset Management (OAM) has been holding best practices meetings across the country.
Financial Advisors, investment managers, and senior leaders throughout the Firm have been coming together for candid and in-depth discussions that provide real insights, and contribute to constant improvement efforts – with an aim toward positively impacting clients’ lives.
OAM always takes the time to understand the nuances of Financial Advisor practices to help prepare them for the decisive action needed to better manage wealth for individuals, families, and institutions.
These events provide opportunities for OAM to consult with Financial Advisors on a variety of topics, including:
- Collaborating on customized portfolios that help meet client goals
- Sharing insights on investments and capital markets
- Sharing timely, relevant insights, and expert commentary from Oppenheimer thought leaders
- Supporting advisors with holistic financial planning capabilities and tools
More about Oppenheimer Asset Management
OAM provides comprehensive investment management and financial advice to private investors and institutional clients. Our professionals are well known for solving clients’ real-world investment challenges, rigorous research, and a successful heritage of seeding new investment funds.