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.
After delivering essentially flat returns in the third quarter, the S&P 500 delivered an 11% return for the final quarter of the year and lifted the full year’s performance to almost 29% – its eighth best gain since the benchmark adopted a 500-stock format in 1957. In dollar terms, this represents a record $8.7 trillion increase in market capitalization during the year.
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PAMIC Annual Spring Conference
State College, PA