Investment Management
Strategies to Help Grow and Protect Wealth
Our investment philosophy is a truly diversified approach designed to provide a level of risk management by adapting to market and economic changes. Investment strategies are driven by a disciplined framework designed to minimize costs and volatility while providing an opportunity to outperform the broad stock market in both bull and bear markets.
Dynamic Asset Allocation Strategies
Our suite of risk-managed investment strategies are designed to meet client goals by actively adapting to economic and market conditions. They seek to combine active, factor-based, and index ETFs, representing various asset classes, within a disciplined allocation framework aimed at total return while diversifying the risk exposures of various asset classes over the long term.
The strategies are designed around a strategic allocation among equities, fixed income, alternatives, factor exposures, and cash. Tactical investment opportunities are then identified following a disciplined methodology within each of the major asset classes to form a comprehensive allocation.
Sustainable Investment Strategies
Sustainable investing is the combination of traditional investment approaches with environmental, social, and governance (ESG) insights to help mitigate risk and enhance long-term return. We offer ESG strategies that are implemented across asset classes and regions, while incorporating tactical tilts which reflect sentiment, economic, and valuation metrics.
OPWM Institutional Intelligent Portfolios
For our newer investors, we offer an automated investment management platform. Clients can invest for retirement, save for a vacation, or work to build long-term wealth.
Saving for the future is easy. Accounts can be funded through transfers or electronic deposits from any financial institution. Clients can set up one-time or recurring deposits at any time. they can also roll over an old 401(k), Roth IRA or Traditional IRA.
For as little as $5,000 clients can choose from a diverse set of custom built investment portfolios. With over 500 low-cost ETFs available, clients get a portfolio handpicked by our team of investment professionals.
Get access everywhere. On the web, iOS and Android
devices. Our automated platform includes:
- A mobile app
- Co-browsing features
- Daily monitoring of the portfolio
- Automatic account re-balancing
- Optional tax-loss harvesting
- Paperless new account opening process