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Wealth Management

Process
             
Financial Planning Is Embedded within All Areas of Our Process
  • Evaluate retirement planning scenarios in our proprietary, customized models.
  • Identify the lowest level of investment risk needed to maintain your standard of living.
  • Coordinate the flow of information between accountants, estate attorneys, and other specialists.


Wealth Management - Process

 


Opus Capital Management - Small Cap Value
         
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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  Len A. Haussler, CFA, CPA
Founder and Advisory
Board Chairman

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

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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 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

        
         
Copyright © 2017. Opus Capital Management. All Rights Reserved