A complete list of active advisors currently associated with OPG Asset Management

Warmer can help you find a great advisor at OPG Asset Management or one who fits your needs even better.

OPG Asset Management serves individuals, high‑net‑worth clients, retirement plan sponsors, trusts, and business entities with a mix of investment advisory services. Services described in the brochure include discretionary and non‑discretionary asset management, retirement‑plan consulting, donor‑advised fund assistance, and standalone financial planning and consulting. The firm says it builds and uses portfolio models (both internally created and via third‑party platforms) and conducts research using qualitative, quantitative, technical, and sector analyses to implement asset‑allocation, ETF, structured‑product, and alternative strategies. OPG also emphasizes tax‑management and portfolio transition tools, and discloses potential use of 351 Exchange Vehicles and third‑party model managers and alternative‑investment portals (e.g., CAIS and iCapital) where appropriate. Compared with peers in this registration category, OPG’s brochure highlights some uncommon features: it offers financial planning at no additional charge and explicitly advises on the selection of other advisers and model portfolios for clients. The firm also notes that it does not act as a private‑fund adviser, but expects to access private and alternative investments through third‑party platforms while using Schwab for custody and potential corporate trustee services.

To learn more about the advisors currently working at OPG Asset Management, 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.

Name	Location	Years of experience
Olac Pallan Gayol	Bethesda, MD	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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