Protecting and Growing Your Assets
OPG AM is a Registered Investment Advisor providing discretionary portfolio management to individuals, executives, founders, families, and institutions. We construct portfolios across public markets and select private opportunities using an institutional allocator framework grounded in discipline, risk management, and long term capital preservation.
Our investments include global markets, US markets, commodities, private equity, private credit, asset backed finance, select real asset opportunities and new instruments that may fit our clients profile.
We align Investment knowledge with disciplined execution to provide measurable gains across all markets.
Institutional Investment Knowledge to Meet Your Investment Goals
Institutional Investment Knowledge to Meet Your Investment Goals
Building The Future Together
We actively manage discretionary portfolios across the globe, utilizing institutional investment managers, diversified global assets, seeking opportunities across regions, asset classes and capital structures.
PROTECT YOUR GAINS
We strive to minimize your tax liabilities, via innovative products and strategies that help maximize your returns.
TAILORED PLANS
We emphasize disciplined portfolio construction and long-term capital growth, protecting capital first, then compounding it over time.
WHAT SETS US APART
We have a strict limit on the number of clients each advisor can handle.
Our team has deep institutional expertise, across asset classes like equity, fixed income and private assets, all at your service, without the traditional pitfalls of small and large firms.
Our Process
Due Diligence
We constantly scan all markets for new opportunities.
We thoroughly vet and evaluate those that merit more attention and work directly with the portfolio managers to whom we allocate capital
Constant Oversight and Risk Management
We are always evaluating risk of loss. We consider seniority of the asset, its position in the capital structure, volatility, the managing team, the loan-to-value of the assets, structure, fees, taxes and any cost that may influence returns.
We continuously monitor our investments and keep constant contact with the portfolio managers to evaluate, and understand their strategy and management.
Preparing for the Future
We constantly monitor global markets, economies, trends, news, to evaluate where the next risk, and opportunity may come.
We work with you to prepare you for the future.