Equities
Our equities investment team of specialists offers a grounded and global investment approach combined with less traditional strategies to deliver superb value to all our unique clients. Operating within small, select teams, advisors provide a wide range of options to meet the diverse needs of our clients.
Spanning an array of equities services and solutions, some of which include quantitative analytics to growth strategy and intrinsic value options, we exceed expectations by being able to forecast and meet your goal-based outcomes – even amid an increasingly volatile investment landscape.
Our equities capabilities
Our equities capabilities include actively, real time solutions management which include:
- Global, regional and continental strategies that encompass varying risk levels.
- Large-cap, small-cap and mid-cap equity, long and several long-short equity funds
- A myriad of sector, thematic and other specialized strategic solutions and service
- Ranked among the best Index and Rules Based portfolios, we offer a passive investment approach which includes:
- Standard, broad index-tracking portfolios
- Less-traditional strategies, i.e. alternative index and smart beta
Our team of global expert advisors allows you the added benefit of flexibility, regional expertise, and an added international touch and access to customized non-traditional strategies that match your financial goals and risk comfort.
Our expertise
Experienced and trusted
Globally connected, locally rooted
Get the best – and keep them
We recruit and employ the best individuals globally. Our clients have come to expect only excellence and a breadth of experience from our Equities Advisory Group with that in mind, we maintain a unique focus on employee retention and strive to continue to provide the best experts in the industry. As a company, we always aim to improve on constant and consistent training and growth opportunities throughout, in order that we can deliver on this expectation. It’s most important to our client bases, especially as we continue to expand our global footprint across the world. In this way, our elite customers can expect predictability and consistency throughout and during their working relationship with Oppenheim Savings & Loans Trust KB.
At the foundation of our approach is an unwavering dedication to real-time investment knowledge, superb risk management and compliance advisement, and long-term portfolio strategy . This consistent grounded approach has secured our place among the top-ranked equities groups in the nation.
Investors that participate in transactions with Oppenheim Savings & Loans Trust KB will participate either directly with Oppenheim Savings & Loans Trust KB or with one of Oppenheim Savings & Loans Trust KB’s third-party licensed service providers. Participation in a transaction through a licensed service provider may be required where the laws, rules, and regulations of the jurisdiction in which the client conducts business or in which the transaction will occur require licensing of a service provider for the type of transaction that will be conducted. Oppenheim Savings & Loans Trust KB directly conducts business and engages in transactions if and only if the jurisdiction of the transaction and of the investor does not require licensure, or if a clear and valid exemption or exclusion from licensing is stated in applicable laws, rules, and regulations.