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Home > Financial Services > Annuities > Oppenheimer
Oppenheimer
OppenheimerFunds, Inc. has been helping investors achieve their financial goals for over 45 years. From the beginning in 1960 with just one fund, the firm, today, as an asset management company overseeing more than $215 billion across multiple investment strategies, OppenheimerFunds and its affiliates have built a reputation for being the right way to invest.
Their teams include researcher analysts, securities traders and portfolio managers, share experience and expertise across many aspects of investment management. It is an approach that is widely recognized for delivering strong results.
The Oppenheimer family of mutual funds includes over 65 funds covering virtually all major asset classes and investment styles, including Domestic Equity including Growth, Core, Value and many more.
Oppenheimer Funds Portfolio Builder is a technologically advanced asset management tool that offers investors a diversified mutual fund portfolio within a single account. Portfolio Builder, which is also available through select Oppenheimer Retirement Plans, including IRAs, provides automatic rebalancing, asset allocation models and consolidated portfolio reporting.
Their broad lineup of institutional investment capabilities including domestic equities, global, international and emerging markets equities, investment grade fixed income, and commodities are managed by teams of experienced investment professionals with a history of delivering strong results.
The firm offers professionally managed, separate account products and services that provide access to a wide range of asset classes, tax strategies and renowned institutional money managers, as well as many of their own highly respected mutual fund managers. Products include Gulf Value, Relative Value, Multi Cap Value, S&P 500 Enhanced Index, Focused Growth, Concentrated Growth, Dividend Growth and many more to meet the need of customers.
Their priority has always been to provide investors with consistent, long term performance. They believe that the keys to financial success are a disciplined approach and a well diversified portfolio. Regardless of market conditions, they follow an investment philosophy that is built on enduring principles that are investment excellence, consistency, expertise, teamwork, balance and integrity.
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