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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.

 



     
         
MEET OUR TEAM

Michael R. Knapke
  Michael R. Knapke
Manager - Marketing and 
Client Relations

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John A. Ferguson, CFA
  John A. Ferguson, CFA
Principal
and Portfolio Manager

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B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader

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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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  Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst

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Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

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Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager

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Matt Mautino
  Matt Mautino
Operations Support

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Kevin P. Whelan, CFA
  Kevin P. Whelan, CFA
Principal
and Portfolio Manager

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Adam T. Eagleston, CFA
  Adam T. Eagleston, CFA
Principal
and Portfolio Manager

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Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

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David W. Wagner III
  David W. Wagner III
Research Analyst


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Nathan M. Bailey, CFA
  Nathan M. Bailey, CFA
Associate Wealth Advisor

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Joseph P. Condren, CFA
  Joseph P. Condren, CFA
Principal, COO and CCO

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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