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 AllegroThroughout 2022, persistently high inflation and the resulting restrictive monetary policy by the Federal Reserve drove significant market moves; the fourth quarter was no exception to that. Markets got off to a rocky start with the S&P 500 moving to a 23-month low and yields on U.S. Treasuries reaching highs not seen since 2007. Capital markets seemed on track to print the fourth consecutive quarter of negative returns; however…
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PAMIC Spring Conference 2023
State College, PA
March 8th & 9th
AFA Spring Symposium 2023
Oak Brook, IL
May 8th - May 10th
NYIA Annual Conference 2023
Buffalo, NY
May 31st - June 2nd
For details on programs and services from Opus Investment Management, please contact:
Kevin Seabury, Director of Business Development 508-855-3112 | kseabury@opusinvestment.com
