Investment Advisers

Investing with OIA

A Disciplined Approach

We are dedicated in our pursuit of three primary investment objectives:

• Protecting and preserving capital during down markets
  
  
• Maintaining lower volatility than the market averages
  
  
• Achieving competitive long-term after-tax performance

Since our founding in 1986, we have demonstrated a consistent track record of attractive risk-adjusted rates of return. Our managers invest in high-quality securities through a disciplined process designed to achieve consistent results.

We can build your portfolio to meet your specific needs and goals because your assets are invested in a separately managed, fully discretionary account. Our managers have the necessary experience and insight to help you reach your investment objectives. Each manager contributes to building portfolios through our team-based approach, working together to serve your interests.

A Commitment to You

Oppenheimer Investment Advisers offers a strong commitment and highly personalized approach to client service. From the onset of your relationship with us, we are dedicated to working closely with you as a team to help you accumulate and preserve your wealth. You enjoy open access to your money managers, who work with your Oppenheimer Financial Advisor to develop an integrated investment strategy based on your individual needs and investment objectives. Your Oppenheimer Financial Advisor connects you to the vast resources of OIA and Oppenheimer, as we work together to identify the services that best meet your needs.

We begin constructing your portfolio only after we have carefully evaluated your financial situation and have a complete understanding of your specific investment objectives, income needs, time horizon, tolerance for investment risk, and tax considerations. It is only with this knowledge that we can truly customize your investment strategy and provide the right investment options for you.

Your portfolio manager constructs a portfolio that is well diversified across a variety of industry sectors, to minimize your overall portfolio volatility risk. With all our portfolios, we adhere to a strict sell discipline to control risk and to keep in line with tax considerations.


Past performance is no guarantee of future results.