Opes Advisors
Wealth Management
  • Opes Approach
  • Investment Philosophy
  • Investment Process
  • Investment Advisory Team
  • Outside Custodian
Mortgage Services
  • Opes Approach
  • Mortgage Process
  • Refinancing
  • Reverse Mortgages
  • Specialty Lending
  • Rates
  • Mortgage Advisors
  • Apply Online
Resource Center
  • Client Login
  • In the News
  • Articles
  • Links and Downloads
  • Whitepapers
  • Quarterly Commentary
About Opes
  • Founding Principles
  • FAQ
  • Careers
  • Locations
Our People
  • Principals
  • Investment Advisory Team
  • Mortgage Advisors
  • Careers
Careers
Contact Us

Quarterly Commentary

Each quarterly commentary contains a brief recap of the economic and financial factors influencing the global economic landscape, our assessments of these factors, and the investment strategies and tactics we will use in that environment.

Q4 2008 Quarterly Commentary · pdf 127kb

Q3 2008 Quarterly Commentary · pdf 152kb

Q2 2008 Quarterly Commentary · pdf 148kb

Q1 2008 Quarterly Commentary · pdf 105kb

March 2008 Market Update · pdf 103kb

© 2007 Opes Advisors, Inc. Privacy Policy. Site design by Threestory Studio.

Opes, latin for wealthOpes, latin for wealth

Wealth Management

Your goals to maintain your lifestyle, provide for your family's education, retire comfortably, and leave a legacy are affected by how you manage all aspects of your finances.
Opes Wealth >

Mortgage Services

When financing a home, Opes clients have a wealth management team working for them – at no more cost than obtaining a mortgage from a conventional firm.
Opes Mortgage >