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 Allegro
After negative returns for equities and fixed income over the summer, investors were concerned that economic data would support further rate hikes by the Federal Open Market Committee (FOMC) despite the rapid increase in Treasury yields that were placing additional pressures on real estate and bank financial holdings. Thankfully, and perhaps fortunately…
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PAMIC: Spring Conference
March 18 & 19
VCIA: Home Roadshow
AFA: Spring Symposium
Oak Brook, IL
April 30- May 2