At Oppenheimer & Co. Inc. we have the ability to support a multitude of client types, including individuals, families, businesses and institutions. The Domoracki Private Client Group serves as investment advisors to institutions, including foundations, endowments and institutional retirement plans. In this role, we aim to help our institutional clients achieve their missions by providing sound advice and supporting them in fulfilling their vision.
Our team is committed to providing our institutional clients with the best strategies, analysis and investment advice possible. We understand the nuances unique to endowments and foundations (i.e. board processes, legal frameworks, committee dynamics and rigorous institutional control) and will work with your committees, board and staff to establish a portfolio that aligns with your institution’s values. Our areas of service include, but are not limited to: asset allocation, cash-flow analysis, risk management, investment policy statement development, retirement plan services, benchmarking, investment manager selection and investment monitoring. Our investment management methodology is intended to decrease volatility in your portfolio, reduce downside risk and provide asset protection.