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Opus Capital Management

About Us
             
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.

Form ADV

Please find our Form ADV and Firm Brochure on the SEC's Investment Adviser Public Disclosure website.

FORM ADV FIRM BROCHURE
 




 
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MEET OUR TEAM

  Alex Moore
Associate Wealth Advisor

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  Joseph P. Condren, CFA
Principal, COO and CCO
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  Nathan A. Bishop, CFA
Principal and Portfolio Manager

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  Kevin P. Whelan, CFA
Principal and Portfolio Manager

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

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  Len A. Haussler, CFA, CPA
Founder and Advisory
Board Chairman

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

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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