Professionals Alliance GroupWhy Partner With Us?
PAG has successfully managed the wealth and financial needs of our partner-referred clients.
The Power of Oppenheimer Thinking: An Over 140-Year Legacy
Oppenheimer offers a comprehensive range of wealth management, capital markets, and investment banking services. Our professionals uphold a reputation for objectivity, integrity, and client-focused culture.
Why Refer Oppenheimer?
There is a natural synergy between high-net-worth clients and their trusted advisors, including CPAs, lawyers, agents, business managers and other professionals. These trusted partners are a natural fit for the role of central coordinator of various client needs, including wealth management. This collaboration enhances communication and transparency, elevating client relationships with sophisticated service.
A Select Group of Oppenheimer Financial Advisors
We choose financial advisors for PAG based on their experience in the investment industry, previous engagement with professional firms, and their expertise in advising high-net-worth investors. Moreover, many PAG financial advisors have distinguished credentials like the Certified Investment Management Analyst (CIMA®), the CFP® designation from the Certified Financial Planner Board of Standards, the Chartered Financial Analyst designation from the CFA Institute, or a master’s degree in Finance, Accounting, or Business Administration.
PAG member partners collaborate with Oppenheimer financial advisors who are chosen through a rigorous screening process. Establishing and maintaining a relationship between a financial firm and a CPA, legal or management firm is facilitated through the involvement of skilled, long-tenured professionals.
Extensive Support: Fostering Firm-to-Firm Relationships
The PAG business model is rooted in developing "firm-to-firm" relationships. PAG member firms and partners receive extensive support, including training, marketing seminars, and onsite client engagements.
Client Service Fee Alignment: Transparent and Integrity-Driven
As part of the non-exclusive contractual agreement, Oppenheimer offers its PAG members the option to share in fees generated in Oppenheimer Asset Management wealth advisory services. It is critical to note that there are no differential fees charged to clients. Additionally, upon participation in this program it is mandatory to provide the full nature of the agreement to clients to maintain the transparency and integrity of the program.
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