Evidenced-based investment returns
Welcome
to Opus Capital
Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to help people. We believe the marriage of comprehensive financial planning + statistically proven investment principles creates the clearest roadmap to long-term success.
Evidenced-Based. Independent. Transparent.
Wealth Management
We are an independent, 100% employee-owned company committed to developing long-term client relationships and delivering superior service.
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OverviewWe develop a consultative, highly customized approach incorporating each client’s unique goals, objectives, and risk tolerance.
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PhilosophyEach client’s investment objectives are unique, and determining the appropriate asset allocation based on these objectives is our most important decision.
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ProcessWe provide unbiased, customized wealth management and financial planning solutions that help each client develop and implement a comprehensive plan that builds, protects, and preserves their wealth.