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Wealth Management

Overview

We have proudly served individuals, families, endowments, foundations, and retirement plans since our founding in 1996. We are an independent, 100% employee-owned company committed to developing long-term client relationships and delivering superior service.

We provide unbiased, customized wealth management and financial planning solutions, serving as a trusted partner and helping each client develop and implement a comprehensive plan that builds, protects, and preserves their wealth.


  Develop Goal-Based Financial Plan
A consultative, highly customized approach incorporating each client’s unique goals, objectives, and risk tolerance.
     

  Implement Disciplined Investment Strategy
Unbiased advice and best-in-class investments, implemented using a consistent, disciplined and tax-conscious investment process.
     

  Deliver Superior Client Service
A team approach to providing service combined with open, transparent communication regarding your financial and investment concerns.

 


Investopedia Advisor Insights
     
         
MEET OUR TEAM

  Len A. Haussler, CFA, CPA
Founder and Advisory
Board Chairman

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

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  Alexander G. Moore
Associate Wealth Advisor

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  Joseph P. Condren, CFA
Principal, COO and CCO
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  Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board

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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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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

        
         
Copyright © 2017. Opus Capital Management. All Rights Reserved