How Can We Help?

Our independent financial services model allows us to help our clients without limitation. From wealth management to life insurance, and everything in between, we have the experience and team to meet your financial needs.

Private Wealth Management

Managing and building wealth is a complex but highly rewarding process. To navigate today’s volatile capital markets, we believe it is more important than ever to have as many investment options available to you as possible. That’s why The Opus Group continues to utilize an independent business model to bring you solutions from a vast array of providers – in a variety of structures – to create a customized plan that can effectively manage your wealth.

Investors are unique, and so too are their objectives. That’s why we take a bottoms up approach to managing wealth. Our client Action Plan is personalized to fit your case; it reflects a strategic approach to investing that considers risk tolerance, duration, taxation, wealth transfer and charitable goals, while enabling tactical decisions to enhance overall performance. We will help you build a personalized investment plan that seeks respectable returns while focusing on the most critical goal of safeguarding the wealth you’ve accumulated from the vagaries of the financial markets.

Alternative Solutions

With bond yields near all-time lows and stock prices near record highs, investors are seeking new sources of return via alternative investments. Of course, alternative investments come in all shapes and sizes. The Opus Group will help you make sense of the ever-growing list of alternative solutions and help you decide which, if any, fit your investment plan.

Investors are increasingly turning to alternative investments for returns that are less correlated to the traditional capital markets. Convertible arbitrage? Merger arbitrage? Hedged equity? Private Equity? We can even help you participate in private transactions with some of the most sought after companies in the secondary market. Whether for absolute return or speculation, we will scan the broad universe of alternative strategies to help you find the right fit for your specific situation.

Equity Strategy

Everyone is looking for an edge when investing in individual stocks. The question is: where do investors turn for reliable information? Analyst research? Cable news? Social media? The Opus Group believes that the answer lies with the management teams that run America’s top companies, i.e. corporate insiders.

The Opus Group believes that CEO’s, CFO’s and senior corporate officers possess a deeper insight into the future of their companies than any outside analyst or money manager could ever hope to attain. And when these officers purchase their company stock in the open market, we listen. As the legendary fund manager Peter Lynch once said, “Insiders might sell their shares for any number of reasons, but they buy for only one: they think the price will rise.” Whether it’s an insider with a track record of buying at a beneficial time, or a “cluster” of insider purchases, our goal is to identify patterns of insider behavior that have often preceded positive moves in the related company’s stock price. As they say, it’s who you know, and not what you know, that often makes a difference.