A complete list of active advisors currently associated with Oppenheimer + Close, LLC

Warmer can help you find a great advisor at Oppenheimer + Close, LLC or one who fits your needs even better.

Oppenheimer + Close provides discretionary portfolio management and related financial planning to individuals, high‑net‑worth clients, trusts, and retirement plan participants. The firm also advises and manages pooled investment vehicles through an affiliated adviser and offers held‑away ERISA participant management services via a third‑party platform. The firm follows a long‑term value investing discipline that emphasizes fundamental, internally conducted research and balance‑sheet strength, typically concentrating in exchange‑listed equities while using insured deposits and short‑term Treasuries for uninvested reserves. Portfolios are customized to client needs and restrictions, with many clients holding similar core positions and weightings adjusted for liquidity, timing, and risk tolerance. Oppenheimer + Close is distinctive among peer team firms for sponsoring and managing multiple private partnerships that pursue more opportunistic strategies — including the use of leverage, short positions, and derivatives — which the brochure states are implemented in the pooled vehicles rather than the long‑only separately managed accounts. The firm operates an affiliated adviser under the same management and discloses conflicts tied to recommending its own pooled vehicles and incentive‑based accounts, describing policies and trade‑allocation procedures intended to mitigate those conflicts.

To learn more about the advisors currently working at Oppenheimer + Close, 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.