A complete list of active advisors currently associated with Opus Capital Management

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

Opus Capital Management provides wealth management and pension consulting to individuals, high net worth clients, public and corporate pension and profit-sharing plans, and institutional clients such as foundations and endowments. Its wealth management service combines investment advisory and financial planning, while pension consulting is offered both as an ERISA Section 3(21) adviser and, where engaged, as a Section 3(38) discretionary fiduciary. The firm implements an asset-allocation approach through mutual funds, exchange-traded funds, commingled vehicles and, when appropriate, individual securities and separately managed accounts, generally exercising discretion consistent with each client’s stated investment policies. Opus monitors investments daily, conducts formal portfolio reviews at least quarterly, and provides quarterly reports — including a Product Commentary, portfolio statements, performance summaries, transaction lists and invoices — with annual in-person review meetings available. With approximately $1.5 billion in assets under management and a small advisor team, the firm has a notably high amount of AUM per advisor compared with many team firms. Opus’s regular Product Commentary and structured quarterly reporting, a stated $1,000,000 account minimum, and its ability to serve plan sponsors under both 3(21) and 3(38) arrangements are features that distinguish its profile from many peers.

To learn more about the advisors currently working at Opus Capital 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.