A complete list of active advisors currently associated with O'Shaughnessy Asset Management, LLC

Warmer can help you find a great advisor at O'Shaughnessy Asset Management, LLC or one who fits your needs even better.

O’Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager that delivers equity portfolios and related strategies to individual investors, financial advisers, and a range of institutional clients, including mutual funds, foundations, endowments, retirement plans, banks and thrift institutions. The firm also acts as a sub‑adviser to other investment advisers and manages mutual funds and ETF-based strategies for third parties. OSAM’s investment process is systematic and model-driven, built on empirical research into stock characteristics and implemented through disciplined, transparent screens and periodic rebalancing across capitalization and style spectrums. It offers a customizable, advisor-facing platform (CANVAS®) and associated managed options overlays, while leaving initial and ongoing suitability and client relationships with the investment professional using the platform. Compared with many peers, OSAM operates at scale for its advisor headcount—managing roughly 10,700 client accounts with about 53 advisors (more than 200 clients per advisor)—and combines that distribution model with multiple sub‑advisory and affiliate relationships, including a parent-company affiliation and arrangements with other asset managers. The firm’s recent integrations of third‑party managed options capabilities and model-provider arrangements, plus its emphasis on delivering model portfolios via an interactive platform for other advisers, distinguish its intermediary- and platform-oriented business mix.

To learn more about the advisors currently working at O'Shaughnessy Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.