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   Oppenheimer & CloseInvestment Brokerage

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   Individually Managed Accounts Individually managed accounts are managed on a discretionary basis. Portfolios are...

   MoreIndividually Managed Accounts Individually managed accounts are managed on a discretionary basis. Portfolios are designed to meet the specific needs and objectives of each client as outlined at the outset of the relationship and updated through frequent meetings and conversations. We insure that a client's portfolio is in line with the jointly agreed upon financial objectives and level of risk tolerance. In order to facilitate comprehensive tax and estate planning, we are always available to work with our clients' accountants and lawyers. Investment Partnerships Our first partnership, the P. Oppenheimer Investment Partnership, LP, was formed in 1989. Today we manage three domestic investment partnerships and one offshore fund. Each partnership was created to capitalize on specific opportunities where we could apply our value/anti-value investment discipline. Find out more. Access to Strategic Partners Oppenheimer + Close focuses on investment in equities. We have formed strong ties with other committed professionals who are diligent and dedicated to their own specialties. We take no fees from these relationships; they exist for the best interest of our clients. Less

   Website: oppvest.com

   Phone: (212) 489-7527

   Cross Streets: Between 6th Ave and 7th Ave

   Closed Now

   • Fri

     9:30 AM

     4:00 PM

   • Sat

     Closed

   • Sun

     Closed

   • Mon

     9:30 AM

     4:00 PM

   • Tue

     9:30 AM

     4:00 PM

   • Wed

     9:30 AM

     4:00 PM

   • Thu

     9:30 AM

     4:00 PM

   • Fri

     9:30 AM

     4:00 PM

   119 W 57th St New York, NY 10019 477.65 mi

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