Welcome to Opus Capital
WELCOME TO OPUS CAPITAL

Evidenced-Based. Independent. Transparent

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 principals creates the clearest roadmap to long-term success.

We are independent and transparent in all aspects of investment management decision making and financial planning. We selectively partner with like-minded individuals and families, endowments, foundations, and 401(k) plans in 28 states.
EVIDENCED-BASED
EVIDENCED-BASED

Statistically-proven investment principals guide all portfolio and financial planning decisions.


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 principals creates the clearest roadmap to long-term success.

We are independent and transparent in all aspects of investment management decision making and financial planning. We selectively partner with like-minded individuals and families, endowments, foundations, and 401(k) plans in 28 states.
INDEPENDENT
INDEPENDENT

Our independence allows us to act in the best interest of our clients at all times; we embrace our fiduciary duty.


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 principals creates the clearest roadmap to long-term success.

We are independent and transparent in all aspects of investment management decision making and financial planning. We selectively partner with like-minded individuals and families, endowments, foundations, and 401(k) plans in 28 states.
TRANSPARENT
TRANSPARENT

We believe in full transparency with our clients. We are proud to fully disclose our low fees, evidence-based investment returns, and advanced financial planning.


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 principals creates the clearest roadmap to long-term success.

We are independent and transparent in all aspects of investment management decision making and financial planning. We selectively partner with like-minded individuals and families, endowments, foundations, and 401(k) plans in 28 states.

Wealth Management Overview

 

Quarterly Investment Letter

We serve as a trusted partner, helping each client develop and implement a comprehensive plan to achieve their vision for a secure future.

  Stay up-to-date with Opus’ Investment Commentary.
LEARN MORE

 
LEARN MORE
         
MEET OUR TEAM

  Joseph P. Condren, CFA
Principal, COO and CCO
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  Kevin P. Whelan, CFA
Principal and Portfolio Manager

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  Nathan A. Bishop, CFA
Principal and Portfolio Manager

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  Nathan M. Bailey, CFA, CFP®
Principal and Portfolio Manager

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  Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board

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  Alexander G. Moore
Associate Wealth Advisor

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
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Copyright © 2017. Opus Capital Management. All Rights Reserved