About OFI Private Investments
About Separate Accounts
Separately managed accounts offer a tailored approach to addressing individual needs and working toward long-term goals. You'll receive:
- Expert, professional portfolio management
- Solid expertise with well-developed investment criteria
- Multiple investment strategies
- Tax efficiency
- Risk management and quality control
- Ongoing communication with your financial advisor
- Insistence on excellence
You should discuss your particular situation with your advisor to determine your investment needs.
Our investment styles are designed to help your advisor and you link your specific investment objectives with an appropriate method of professional investment management.
Once you open an account with OFI Private Investments, Inc., we will then make all transactions and adjustments to your existing portfolio on a discretionary basis.