Wealth Management - Why OPCM?

1. Our time tested wealth management solution delivers long-term performance. Having managed client assets for 70 years, OPCM’s discipline has been proven throughout the last 10 market cycles.

2. By offering our clients comprehensive and active wealth management for a single fee, we avoid the potential conflicts that arise from commissions, performance participation and the duplicate fees associated with being a “Manager of Managers”. By choosing OPCM as your wealth manager you are hiring the manager, not simply an allocator of other investment managers. And, of course, an asset based fee structure aligns our goals with our clients’.

3. Each relationship includes a full team of investment professionals with a wealth of investment management experience behind them. All OPCM Portfolio Managers have either CFA or MBA designation. Every client relationship works with their own dedicated Portfolio Manager and behind that lead is a backup Portfolio Manager, Client Services Team Member, and a Portfolio Administrator to ensure there is never a gap in service. OPCM also has a CFP (Certified Financial Planner) on staff.

4. OPCM is an independent and majority employee owned firm. In addition, the OPCM investment Management team has over 125 years of collective experience in the investment management and financial services industry. This commitment to the industry, Osborne Partners and our clients is a sign of the longevity of the firm and the continued commitment to our clients.