Client Login
About Opus Capital
About Us
Culture & Values
Team
NYSE Closing Bell
Our Clients
Individuals and Families
Health Care Professionals
Procter & Gamble Employees & Retirees
Retirement Plans
Foundations and Endowments
Wealth Management
Overview
Philosophy
Process
Investment Letters
Wealth Management
Philosophy
Each client’s investment objectives are unique, and determining the appropriate asset allocation based on these objectives is our most important decision.
Overview
Philosophy
Process
Investment Letters
MEET OUR TEAM
Kevin P. Whelan, CFA
Principal and Portfolio Manager
View Bio
Joseph P. Condren, CFA
Principal, COO and CCO
View Bio
Nathan M. Bailey, CFA, CFP®
Principal and Portfolio Manager
View Bio
Alexander G. Moore
Associate Wealth Advisor
View Bio
Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board
View Bio
Nathan A. Bishop, CFA
Principal and Portfolio Manager
View Bio
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
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