A complete list of active advisors currently associated with Opus Investment Advisors, LLC
Warmer can help you find a great advisor at Opus Investment Advisors, LLC or one who fits your needs even better.
Opus serves institutional clients and family offices, with particular emphasis on pension trusts, pension plans, corporations and ultra‑high‑net‑worth family offices. The firm provides pension consulting services including independent performance reviews, oversight of external managers and OCIOs, investment policy updates, asset‑allocation advice, manager evaluations, systematic searches for service providers and forensic examinations. Opus operates solely as a consulting firm and does not manage client assets, take custody, or exercise investment discretion; engagements are tailored to each client’s stated needs, asset scope and desired reporting cadence. The firm applies structured, theory‑driven analysis to evaluate managers, using public market benchmarks for liquid strategies and internal rate‑of‑return comparisons and industry reporting for private and alternative investments. Distinctive features include a consulting fee model rather than percentage‑of‑AUM billing and an absence of individual portfolio management services, with work billed via fixed retainers, project fees or hourly arrangements rather than performance‑based or AUM fees. The firm focuses on alternative and illiquid investments—private partnerships, private companies and real estate—serving medium‑to‑large plans and family offices from a small, founder‑owned advisory practice.
To learn more about the advisors currently working at Opus Investment Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Oceanside, CA
| 17
|
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