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Our Clients

Retirement Plans
  • We develop and implement defined contribution (401k) and defined benefit plan structures for organizations.
  • We embrace full 3(38) fiduciary duty in our partnerships.
  • We utilize low-cost investment options within our plans, as evidence shows this leads to superior outcomes for plan participants and reduces fiduciary liability for plan trustees.
  • Education for plan participants is always high priority; we care about the people and help them achieve optimal use of their retirement plans.
 



         
MEET OUR TEAM

  Joseph P. Condren, CFA
Principal, COO and CCO
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  Alexander G. Moore
Associate Wealth Advisor

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

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  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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  Nathan A. Bishop, CFA
Principal and Portfolio Manager

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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