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Opus Capital Management

Culture & Values
             
Opus Capital’s culture is rooted in offering the utmost level of integrity and transparency in our interactions with clients and colleagues. Our culture facilitates an environment that allows our investment philosophy and process to flourish.

This culture underlies each of our core values, which feed into our investment process:
  • Fully Engaged Personnel
    We only hire talented, driven professionals with a passion for our industry, as well as the skills and attributes to succeed at the firm; we reward those who succeed with ownership in the firm, which allows us to attract and retain top talent.
  • Standards of Excellence
    Everything we do as a firm has the singular objective of excellence.
  • Results-Oriented
    Though we are process driven, it is only through results that we meet the needs of our clients.
  • Collaboration and Teamwork
    From our investment process through our corporate strategy and client service, in all endeavors we believe that multiple perspectives lead to better decisions and more effective interaction.
  • Mutual Respect
    The opinions of our clients and our colleagues are always treated with respect; although spirited discussion is part of our investment process, all voices are valuable, and it is by respectfully listening to differing perspectives that we continually improve.
  • Family
    We are more than a team; we celebrate success and endure hardship together, both in and out of the office.
  • Superior Service
    As a 100% employee-owned firm, we recognize that it is only by continuing to meet the needs of our clients that we can succeed as a firm; accordingly, delivering superior service in all its forms is the responsibility of everyone at Opus Capital.
 





         
MEET OUR TEAM

  Nathan M. Bailey, CFA, CFP®
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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  Alexander G. 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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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

    
         
Copyright © 2017. Opus Capital Management. All Rights Reserved