Automation Meets Personalization
Deliver the automation you need and the personalization you've promised with the world's first Automated Account Platform.
One-Click Fiduciary™ Technology
When accounts need attention — for Risk Number drift, model changes or putting new dollars to work — you can make the right thing happen or snooze them until it’s time.
Because you're in complete control, clients don't need to sign any co-advisor or sub-advisor agreements!
Leverage our institutional caliber asset allocation process and cost-effective investment solutions to help scale your practice. Oppenheimer model portfolios offer easily implementable investment solutions that tap into the investment resources of a leading global asset manager. Our model portfolios are professionally managed by our independent global multi-asset team solely dedicated to top-down investing.
Whether seeking a core multi-asset or a satellite single-asset solution, our model portfolios can deliver sophisticated strategies to support diverse client needs.
Oppenheimer Target Risk Core Model Portfolios
Whether seeking income or growth, our target risk models offer globally diversified multi-asset portfolios spanning the risk spectrum. These models are strategically managed and repositioned following our global multi-asset team’s forward-looking views across a broad range of asset classes.
Ten models are available across five risk profiles, which provides flexibility of investment component mix (mutual funds or mutual funds combined with ETFs).
Oppenheimer Specialty Objective Model Portfolios
Specialty objective models serve as a satellite or completion allocation to enhance a client's core portfolio.
Our international models provide access to Oppenheimer’s core competency in international investing, and may be used to compliment an existing domestic equity model to produce a more globally diversified portfolio.
Our US Factor Rotation model leverages economic and market sentiment indicators to rotate factor exposures in a cost-effective manner, and may be used to replace or complement an existing US equity core portfolio.