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Overview of our Offers

A choice of offers that fit your preference for service, account management and access

Our Distinct Offers

All of our offers include Balance Sheet Planning which is a critical component of how we determine our recommendations for your investment portfolio; this planning is based on your entire portfolio of assets, both liquid and non-liquid, as well as your attitude towards risk.

 

How we manage the assets in your portfolio is determined by your investment level, as well as your preference for active or passive management. Our Wealth Advisors can help by learning more about your concerns and assessing the offer that aligns with your needs – Premier or Select .

 

Opes People

Premier

For those who have achieved a measure of success and are looking to support their lifestyle through retirement, our Premier offer combines our full option of client services into one personalized package. In addition to Balance Sheet Planning and Portfolio & Investment services, Premier includes:

  • All aspects of your portfolio actively managed by Opes Team, for a custom investment experience.
  • Portfolio Performance Value Add, for more opportunity to outperform the market, featuring “Opes Active.”
  • Tax optimization strategies, to save money.

Select

Our Select offer features Opes-built portfolios and the care of client services to help with your operational requests. In addition to Balance Sheet Planning and Portfolio & Investment services, Select includes:

  • Construction of your portfolio actively managed by Opes Team.
  • Opes’ Client services handles all administrative and coordination with custodian.
  • Largely Passive with inclusion of Alternatives.

Our Program for Real Estate Agents

We know real estate agents. With income that varies, unique expense tracking and tax considerations—plus a portfolio of assets typically focused on real estate—you have special concerns that require special expertise.   A real estate-centric approach and deep expertise in mortgage/financing allow us to offer a more balanced approach to your investments. With AgentWealth, it’s not about choosing between real estate or stocks & bonds—we integrate both assets for a smarter financial strategy.

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