Our Firm
Opes Capital Group, LLC is a registered investment advisory firm that specializes in providing investment, wealth retention, and wealth accumulation guidance with the highest degree of service and integrity. Our team offers quality personalized services designed with the goal to achieve your investment mile markers through prudent and coordinated planning strategies. Our firm will be your advocate and help you navigate and organize financial challenges that you, your family, your company, and your organization face.
Opes Capital Group, LLC offers asset management and fee-based services to assist our clients establish standards and benchmarks that are achievable through responsibly implemented strategies that have been tailor made for our clients. Through consistent assessments and evaluations your goals will never become stale and will not drift from its intended purpose.
Independence
As an independent registered advisor, we have a fiduciary duty to always act in your best interest in every aspect of our financial relationship. Our advice is centered on your unique needs concerning your life, family, company, organization, and community aspirations. By clarifying financial issues and objectives, with respect to economic trends and tax implications, we help identify areas of opportunity beneficial to your financial growth.
Understanding your options today can make tomorrow’s decisions easier. Our firm is built on the principal that providing seamless and ongoing financial solutions rather than “one time” quick fix investment options is the key to financial independence. The Opes Capital RIA offers quality and confidential personalized services designed with the goal to help you build wealth through prudent and coordinated planning strategies.
If you need a comprehensive financial plan or simply want to know if you have enough assets to fund your retirement, we are here to help. We can assist you by refining, prioritizing, and equipping you with a strategic plan, in an effort to help you achieve your financial goals and objectives. We have the experience and knowledge to help you with a wide range of financial services and products in a professional and friendly environment free from sales pressure.
Discover the benefits of an advisory program that offers professional investment selection, portfolio construction, dynamic threshold re-balancing and ongoing review.
Custodial Relationship
As a Registered Investment Advisor Opes Capital Group had many choices of institutions to custody our client accounts. After a rigorous screening process Opes Capital Group established a relationship with Interactive Brokers, LLC. For 37 years Interactive Brokers has been building electronic access trading technology that delivers real advantages to traders, investors and institutions worldwide. Interactive Brokers and its affiliates' equity capital exceeds $5 Billion. They are the largest US electronic broker based on daily average revenue trades executing 582,000 trades per day.
Please fill in the fields below and submit to receive information on our advisory services.