Aligned Stewardship Group

Financial Stewardship for Institutions and Individuals

For over 140 years, Oppenheimer & Co. Inc. has evolved into an investment boutique that combines hands-on service with global capabilities. We take pride in our long history and tradition of customized solutions to meet each client’s unique needs. The dedication, expertise and creativity of Oppenheimer’s professional staff, Cynthia L. Keith and Kevin T. Henry, help us build and maintain our reputation for providing comprehensive investment guidance.

Institutions

Our investment services for associations, foundations, endowments and other nonprofit institutions are centered on customized advice and guidance. We do not believe in “cookie cutter”-type solutions. Each organization is unique with its own liquidity, cash flow, investment return, risk tolerance and organizational characteristics. Therefore, their investment strategy should also be unique and customized. All of our recommendations and actions are based solely on our analysis of their potential benefit to help meet our clients’ needs. Independence and objectivity are among our greatest assets.

Individuals

In this impersonal computerized age, we take the time to listen. Our consultative approach is essential to how we help you deal with the complexities you face, while helping to grow assets and manage risk.

Once we have prioritized your objectives, we guide you along measured, tangible steps toward addressing them. Sensitive to individual needs, we’re always flexible, yet consistent in providing strategic thinking. Our focus is on tax efficiency, risk management and financial agility.

In crafting your legacy, we actively engage with the next generation while working closely with your accountants and attorneys. To best serve your family, we emphasize in-person contact, keeping an open dialogue and ensuring we meet in person regularly no matter where you reside.

Recent Insights