OpVest Wealth Management LLC (OWM) is a California based Registered Investment Advisor focusing on providing deep value investment strategies to institutions, families, and individuals across the globe.
We are located in Orange County, CA and we are founded by veteran investor and television analysist Andre Julian who is also our CEO and Chief Investment Officer. OWM’s investment philosophies are inspired by the likes of Warren Buffett, Benjamin Graham, Martin Whitman, Bruce Berkowitz, and Wilbur Ross. This means that we attempt to buy securities trading at a substantial discount to intrinsic value thereby ensuring us of an adequate margin of safety. Our location in our estimation gives us an advantage in that we take pride in veering away from the latest Wall Street fads but instead maintain an iron clad focus on deep value investing.
OWM has extremely high proficiencies in the following areas:
- Portfolio Asset Allocation
- Individual Stock and Bond Selection
- Mortgage and Asset Backed Securities
- Stock, Futures, and Commodity Options Trading
- Alternative Investments
Andre Julian has a tremendous amount of experience working with stocks, bonds, options, futures, and commodities which he utilizes to search out the best investment opportunities available. OpVest Wealth Management LLC has the skill and the resources to seek out investment opportunities across the globe. We are constantly looking to grow our staff as there is always a need for the highest quality research professionals.
