A complete list of active advisors currently associated with Opportunity Investment Group, LLC

Warmer can help you find a great advisor at Opportunity Investment Group, LLC or one who fits your needs even better.

Opportunity Investment Group, LLC provides discretionary investment management primarily to high‑net‑worth individuals (including trusts, estates and retirement accounts) and select corporate clients, overseeing about $61.6 million across roughly 60 client relationships. Services center on portfolio construction and ongoing oversight using equities, corporate debt and mutual funds, with portfolio optimization and rebalancing as part of the service offering. The firm employs both fundamental and technical analysis and may use a mix of long‑ and short‑term trading to pursue client objectives, taking into account financial situation, risk tolerance, tax considerations and liquidity needs. Accounts are monitored continuously with formal reviews at least annually, clients can impose reasonable investment restrictions, and most accounts are managed on a discretionary basis. Noteworthy for a solo independent adviser, the ADV discloses past regulatory events involving the firm’s founder — a 1995 customer complaint settled by his employer and an SRO fine for not reporting an outside business activity; the founder denied wrongdoing in the complaint matter. The firm also reports relatively high assets per client for a one‑advisor practice, states it does not accept soft‑dollar benefits, and does not charge performance‑based fees.

To learn more about the advisors currently working at Opportunity Investment Group, 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.