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


Opus wins Pensions & Investments Best Places to Work in Money Management Award for 2023


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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…



PAMIC: Spring Conference

Hershey, PA
March 18 & 19

VCIA: Home Roadshow

Burlington, VT
March 27

AFA: Spring Symposium

Oak Brook, IL
April 30- May 2


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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 |