Alternative Investments

September 24, 2010 By admin

OpVest WM has access to a wide variety of alternative investment opportunities that have various strategies, offering diversification due to their negative correlation to the stock and bond markets. This can include our proprietary options trading methods, or we can introduce you to more traditional alternative assets such as CTA’s or commodities trading.

Every investment portfolio whether it be institutional or individual has the ideal asset allocation and risk profile. OpVest WM helps you find that ideal allocation to meet your goals regardless of the investment climate. By working with OpVest WM you will have access to the highest quality alternative investment products, and you’ll be guided by an advisor that has a wealth of experience investing, trading, and allocating money for clients all over the world.

Filed Under: Home Middle #3, Investment Services

Managed Account

September 24, 2010 By admin

Our primary focus when working with clients is to provide them with asset allocation, stock and bond selection, and options strategies to generate income and reduce risk.  This process begins with the investor providing information in regards to their goals, investment objectives, and risk tolerance for the advisor to take into consideration.  Next we formulate an asset allocation tailored to the investor’s preferences.

Once we have the proper asset allocation we start adding individual positions that have been carefully researched and analyzed.  Every position we own has a defined strategy and valuation attached to it.  This allows us to always be accountable for our performance as opposed to being a closet index fund; like we believe most mutual funds tend to be.

On a daily basis OWM  is actively managing your positions to adjust accordingly and to find new opportunities as they pop up.  We utilize our sophisticated investment and trading strategies to constantly add value in order to help grow your portfolio.  The bottom line is that your money should be working far harder than you are and no service exemplifies this as much as the OWM managed account program.

Filed Under: cu3er, Investment Services

Investment Advice

September 24, 2010 By admin

In addition to our professional portfolio management services, we also offer advice on an hourly basis for clients who are in need of one-on-one consultation but aren’t looking for full time portfolio management.

Often clients that enjoy doing their own research and trading want to make sure that they are on track to meet their investment objectives over the long term.

Many people just don’t realize all of the investment options available to help them meet their needs and which ones coincide with their investment objectives.  For this reason it can be very helpful to meet with an experienced Registered Investment Advisor (RIA) that can make sure that the investor has the proper asset allocation to meet their objectives.

Meeting with an RIA can introduce you to various products and services that can potentially increase returns, reduce risk, and meet specific needs like generating income, saving for retirement, or anything in between.

Filed Under: cu3er, Investment Services