Opis Advisors, Inc. ®

 

Opis Advisors, Inc.® is a Registered Investment Advisor providing investment advisory services. We do not receive commissions or transaction fees of any kind including commissions on the purchase, ownership or sale of securities. Our fees are based on a percentage of assets. Our services include:

  • Evaluation of needs and objectives
  • Establishing risk classification and objectives:
    • Income
    • Conservative Growth
    • Moderate Growth
    • Growth
    • Aggressive Growth
  • Differentiation between taxable and tax deferred portfolios
  • Development of an investment policy
  • Specific investment recommendations
  • Comparison of current portfolio (if applicable) to recommended
  • Monthly investment reports including actual portfolio returns net of fees and expenses
  • Review of actual investment performance, risk and objectives

We believe that the services of Opis Advisors, Inc.® are well suited to successful business owners, their company’s retirement plans, trust and personal accounts. If interested in learning more, please click here to contact us.

                


©2017 Opis Companies®. All rights reserved.