A complete list of active advisors currently associated with Opal Advisors

Warmer can help you find a great advisor at Opal Advisors or one who fits your needs even better.

Opal Advisors is an SEC-registered investment adviser that provides portfolio management and integrated financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and small businesses. The firm offers separately managed accounts, pension and profit-sharing consulting, and acts as general partner and investment manager for a private pooled vehicle that is currently closed to new investors. The firm delivers personalized investment management and typically includes a financial plan for managed-account clients at no additional charge, and will engage third-party managers when appropriate. Its strategies encompass public equities, ETFs, options and direct or illiquid private investments; the firm’s private fund currently holds illiquid equity and debt positions that it intends to monetize over time. Opal is notable among similar-sized team firms for sponsoring and managing a pooled investment vehicle that pays performance-based compensation and for providing portfolio management to that pooled vehicle. Firm principals also participate in real estate and lending businesses and are licensed in real estate; the brochure discloses these activities and related potential conflicts and describes policies and disclosures intended to address time-allocation and conflict-of-interest risks.

To learn more about the advisors currently working at Opal Advisors, 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.