Opus Capital Management
2
5
4
1
7
6
8
3

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.

Wealth Management - Philosophy

  



         
MEET OUR TEAM

  Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board
View Bio
  Kevin P. Whelan, CFA
Principal and Portfolio Manager
View Bio
  Alexander G. Moore
Associate Wealth Advisor
View Bio
  Nathan M. Bailey, CFA, CFP®
Principal and Portfolio Manager
View Bio
  Joseph P. Condren, CFA
Principal, COO and CCO
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