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 wins Pensions & Investments Best Places to Work in Money Management Award for 2022


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Compositions

Compared to the prior quarter, the second quarter brought relative calm as the U.S. economy showed resilience in the face of the lagged effects of tightening monetary policy and stress in the banking sector. This caused a re-examination of whether the Federal Reserve may be able to achieve a soft landing…


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Events

VCIA Annual Conference

Burlington, VT
August 7th - 10th

NAMIC Annual Conference

National Harbor, MD
September 17th - 20th

NRRA Annual Conference

Chicago, IL
November 13th - 15th



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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