Opus Investment Management is an SEC-registered investment advisor dedicated to providing financial performance tailored to the specific needs and risk appetite of the clients we serve. Opus empowers its clients to become strong advocates for their portfolios, while we navigate operating constraints, regulatory issues, and rating agency considerations.
Opus Allegro is a 3-part review and presentation of your portfolio's positioning—one that goes beyond determining its financial strength—to connect your investment strategy to your overall business goals.
You'll receive a holistic view of your portfolio as it pertains to your business, along with clear and actionable strategies for getting the most out of your investments.
Schedule AllegroFollowing a year where investors witnessed an extraordinary pace of monetary policy tightening, the hope was for volatility to subside as the lagged effects of higher interest rates took hold and pulled inflation down towards the Fed’s target of 2%. With the first quarter behind us, questions remain unanswered as to how quickly inflation will slow and volatility – specifically regarding interest rates – reached levels similar to the Great Financial Crisis.
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AFA Spring Symposium 2023
Oak Brook, IL
May 8th - May 10th
NYIA Annual Conference 2023
Buffalo, NY
May 31st - June 2nd
PAMIC Executive and Board Roundtable
Bedford Springs, PA
June 21st & 22nd
For details on programs and services from Opus Investment Management, please contact:
Kevin Seabury, Director of Business Development 508-855-3112 | kseabury@opusinvestment.com
