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OMEGA
The OMEGA Program offers a unique managed money program in which experienced Oppenheimer Financial Advisors act as portfolio managers for their clients. OMEGA managers have years of professional experience, advanced education in investment management, and expertise in developing diversified portfolios. They follow a systematic process in building each client's portfolio.
The OMEGA Program manages client accounts on a fully discretionary basis, within the investment parameters established in collaboration with each client. All portfolios are individually managed on a wrap fee basis.
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For information on the OMEGA Program, please contact David Aplin, Senior Vice President, Product Manager OMEGA Group at (212) 667-4851 or david.aplin@opco.com.
*QPRs are a product of our affiliate, Oppenheimer Asset Management, Inc. |
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