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Our Clients

Procter & Gamble Employees & Retirees
  • We have partnered with P&G employees since our founding in 1996.
  • P&G employees and retirees have unique opportunities embedded within their profit sharing and savings plan.
  • Most notably, the Net Unrealized Appreciation (NUA) method is often utilized to roll P&G preferred shares out of the Plan.
  • Additionally, we have extensive experience with P&G stock options, restricted stock units (RSU), and concentrated positions in low cost basis P&G shares.
  • Our knowledge and experience with all facets of P&G retirement plans and benefits allows us to develop optimal game plans to achieve specific goals for our clients.
 




         
MEET OUR TEAM

  Alexander G. Moore
Associate Wealth Advisor

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  Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board

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  Joseph P. Condren, CFA
Principal, COO and CCO
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  Kevin P. Whelan, CFA
Principal and Portfolio Manager

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  Nathan A. Bishop, CFA
Principal and Portfolio Manager

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  Nathan M. Bailey, CFA, CFP®
Principal and Portfolio Manager

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  CONTACT INFO

221 E. 4th Street, Suite 2850
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

    
         
Copyright © 2017. Opus Capital Management. All Rights Reserved