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About Us
Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to
help people. We believe the marriage of comprehensive financial planning + statistically proven
investment principles creates the clearest roadmap to long-term success.
We are independent and transparent in all aspects of investment management decision making and
financial planning. We selectively partner with like-minded individuals and families, endowments,
foundations, and 401(k) plans in 28 states.
Form ADV
Please find our Form ADV and Firm Brochure on
the SEC's Investment Adviser Public Disclosure website.
FORM ADV FIRM BROCHURE RELATIONSHIP SUMMARY
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