Investments in harmony with you

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.


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What is Opus Allegro℠?

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.

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Our Strategies

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Short broad market

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Intermediate broad market

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Investment grade core

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Additional services

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Opus News and Events

News

Opus Investment Management, Inc, wins Pensions & Investments Best Places to Work in Money Management Award for 2021.


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Compositions

With inflation stubbornly trending higher and a Federal Reserve looking to combat rising prices by accelerating its pace of interest rate hikes, fixed income investors had little to celebrate as yields moved higher and returns trended lower in the first quarter. Negative fixed income returns were not driven by rising Treasury yields alone; ...


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Events

VCIA 37th Annual Conference

Burlington, VT
August 2022

NAMIC 127th Annual Convention

Dallas, TX
September 18, 2022






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For details on programs and services from Opus Investment Management, please contact:
Kevin Seabury, Director of Business Development 508-855-3112 | kseabury@opusinvestment.com