Our Clients
We pride in listening to our clients. Our history is rooted in our clients. Everyone is important, every one has a story, goals and needs.
Our clients range from the young person investing for the distant future, to the retired couple enjoying the fruit of their labor, to the corporate, institutional and philanthropic investor that needs sophisticated services, we strive to treat every client with the same level of urgency, attention and relevance.
Services
We provide investment management, financial planning and tax advantaged investment strategies for all our clients.
Whatever your investments needs are, whether individual or corporate, we can find a solution for you.
Clients
We’re honored to have the trust of our clients.
We serve individual, corporate, educational and non-profit organizations
Nothing is more important than gaining, and keeping your trust through honest, clear, constant communication.
Every client is equally important, we do not make any distinction between our clients.
What began as a career, became a passion.
Our founder began his career doing fixed income research for Merrill Lynch, after successfully completing a Masters in Applied Economics at NYU.
In 2011 a change came, after accepting a position as portfolio manager for clients at Royal Bank of Canada, which led to ultimately the creation of OPGAM.
All those years of experience led to one realization. Clients can be best served by honest, clear, focused professionals that truly care about their clients’ well-being, goals, fears and hopes. We do not prioritize profits over clients, because putting our clients first takes care of that.
While each client is equally important, no two clients are the same.
Listening to clients, and bringing the most advanced investment strategies to them, is paramount to us. The clients’ interests always come first.
The better our clients are, the better we all are.