Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. is the asset management division of Oppenheimer Holdings Inc., headquartered in New York City. Founded in 1986, the firm is a nationwide network of financial advisors that serves thousands of clients including individuals (both high-net-worth and non-high-net-worth), pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. Oppenheimer Asset Management's services focus on investment management, consulting, and research. The firm is a subsidiary of a major investment bank and financial services company with global reach and employs a large team of professionals in the U.S. and globally.
Investment Strategy
Oppenheimer Asset Management offers portfolio management of separate accounts with an emphasis on customized solutions for diverse client needs. The firm engages in investment consulting and research to build tailored investment portfolios. It does not provide general financial planning but instead focuses on continuously managed, bespoke investment solutions for individuals as well as institutional clients such as pension funds and charitable organizations. The investment approach includes wrap account offerings and a variety of asset strategies across equities and fixed income, adapting recommendations to client goals and risk tolerance.
Top Holdings
Equity Positions (1,098)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.73% | $325.6M | 654,496 | $153.25 | $497.41 | +$77.3M |
B BIL | SPDR SERIES TRUST | 2.47% | $215.6M | 2,349,976 | $91.58 | $91.73 | +$17.9M |
A AMZN | AMAZON COM INC | 1.86% | $162.2M | 739,511 | $116.01 | $219.39 | +$8.9M |
V V | VISA INC | 1.63% | $141.8M | 399,514 | $167.26 | $355.05 | -$5.6M |
N NVDA | NVIDIA CORPORATION | 1.59% | $139.0M | 879,856 | $7.23 | $157.99 | +$41.8M |