Overview of our Offers
A choice of offers that fit your preference for service, account management and access
Three 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, Select or Access.
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.
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 Access offer features Opes-built portfolios with automation and the convenience of initiating requests online. In addition to Balance Sheet Planning and Portfolio & Investment services, Access includes:
- Construction of your portfolio managed by Opes Team.
- Self-service tools through Schwab IIP platform.
- Lowest minimums for entry level investors.