Oppenheimer Asset Management

Overview

Oppenheimer Asset Management (OAM) provides personalized investment portfolios guided by rigorous asset allocation strategies. Each portfolio is built around a client’s financial goals, time horizon, and risk tolerance, with an emphasis on diversification and long-term growth. OAM offers a range of investment solutions, including hedge funds, mutual funds, and private market opportunities, catering to both individual and institutional clients. The firm's approach involves a comprehensive understanding of each client's financial situation, evaluating goals, expectations, investment history, and risk tolerance. This collaborative process results in a customized investment plan, which is regularly reviewed and adjusted to align with evolving objectives. OAM's team works closely with clients and their financial professionals to design and implement investment strategies that move them closer to their financial goals. With over 50 years of experience and $28 billion in assets under management, OAM has earned a reputation for creativity, innovation, and superior investment management. The firm integrates traditional and non-traditional portfolios into unified solutions, offering access to managers considered among the best in the investment management universe, both within and outside the firm. OAM's team has the experience and training to address the diverse needs of clients and help them move closer to their financial goals.

Investment Focus

• Accredited investor status required for certain investment products
• Compliance with OAM's investment policies and guidelines

Portfolio Companies