Investment Advisers

For investors seeking to preserve principal while maintaining the ability to grow assets, an enduring investment strategy is essential—one that can weather risk and fluctuating market conditions over time.

Investing with Oppenheimer Investment Advisers (OIA) gives investors access to a team of seasoned professionals who share a common disciplined investment philosophy and an uncommon commitment to service. Through a rigorous and structured investment process, OIA creates and maintains investment strategies that combine a long-term perspective with an emphasis on managing risk.

We offer a selection of investment opportunities that may fit into an investment strategy designed to help you reach your financial goals.

Oppenheimer Investment Advisers is a division of Oppenheimer Asset Management Inc., an affiliate of Oppenheimer & Co. Inc. Please see Overview for more details.


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Client Focus

We are Deeply committed to our clients and offer the same level of service to investors of all sizes

Open Architecture

We foster a culture of independence and autonomy and offer clients direct access to decision-makers.

Heritage and Continuity

For more than 125 years we have provided our clients with the financial expertise and insight to meet their goals.