Managing Client Assets

Managing our Client's Assets


Individually Managed Accounts

Individually managed accounts are managed on a discretionary basis. Portfolios are designed to meet the specific needs and objectives of each client as outlined at the outset of the relationship and updated through frequent meetings and conversations. We insure that a client’s portfolio is in line with the jointly agreed upon financial objectives and level of risk tolerance. In order to facilitate comprehensive tax and estate planning, we are always available to work with our clients’ accountants and lawyers.

Investment Partnerships

Our first partnership, the P. Oppenheimer Investment Partnership, LP, was formed in 1989. Today we manage three domestic investment partnerships and one offshore fund. Each partnership was created to capitalize on specific opportunities where we could apply our value/anti-value investment discipline.

Access to Strategic Partners

Oppenheimer + Close focuses on investment in equities. We have formed strong ties with other committed professionals who are diligent and dedicated to their own specialties. We take no fees from these relationships; they exist for the best interest of our clients.

Risk

Prospective investors should carefully consider the risks relating to an investment in any of these partnerships. All investments in securities risk the loss of capital. Further discussion of risk is contained in our Form ADV Part 2 and in the Private Placement Memorandum of each partnership and should be read in full prior to any investment.
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