Strong Industry Recognition Opus Investment Management has recently been awarded the Best 2020 GIPS Policies & Procedures, demonstrating their commitment to high standards and compliance, which can be a compelling selling point for prospective clients seeking reputable investment partners.

Targeted Client Base Operating as an SEC-registered investment advisor, Opus specializes in tailored financial strategies that align with clients' specific needs and risk tolerances, highlighting opportunities to promote customized investment solutions and premium advisory services.

Growing Revenue Range With revenues between 10 to 25 million dollars, Opus offers a sizable opportunity to position high-value, scalable investment management solutions and to offer advanced technology or specialized services to enhance growth and efficiency.

Tech-Enabled Operations Utilizing a modern tech stack including cloud services like Microsoft Azure and data tracking tools such as Google Analytics, Opus demonstrates an openness to digital transformation, inviting opportunities to present innovative fintech solutions or integrations to optimize their workflows.

Market Positioning Situated among established industry players like Fidelity and BlackRock, Opus presents an opportunity to offer niche or boutique investment management services, emphasizing personalized client engagement and specialized asset management solutions to differentiate in a competitive landscape.