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Managing Your Portfolio
We provide managed portfolio services for our clients that request such service allowing them to focus on their core business.
We accomplish this by providing the following services.
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Development and review of Investment Policy Statements
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Discussing cash flow requirements
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Determining all investment options
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Looking at product from all issuers, financial institutions and sellers
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Monitoring the credit quality
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Providing all month end FASB reporting
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Regular updates and meetings to review the market and your company changes
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Fees:
Oppenheimer Cash Management is provided with no fee for its service. We receive the normal underwriters concessions on all new and remarketed issues in such products as Agencies, Auction Rates, Commercial Paper, CD's, Corporate Bonds and Municipals; and obtain a modest mark up on secondary product.
For detailed information about our service, and to talk to one of Oppenheimer's professionals, please call or e-mail us.
Click here to learn more.
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