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Our Clients

Foundations and Endowments
  • We partner with like-minded foundations and endowments to achieve investment and organizational goals.
  • We listen to our partners to develop a customized investment policy statement that optimizes long-term investment success while reducing fiduciary liability for board members and staff.
  • We are the outsourced team for all investment needs, allowing staff to focus on the goals of the foundation/endowment.
 




         
MEET OUR TEAM

  Alexander G. Moore
Associate Wealth Advisor

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

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

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  CONTACT INFO

221 E. 4th Street, Suite 2850
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

    
         
Copyright © 2017. Opus Capital Management. All Rights Reserved