Oppenheimer & Close

Specialties

Individually 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.

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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.

History

Established in 1984.

We are committed to our client’s interests which are at the forefront of every investment decision we make. The firm’s partners continually search for ways to build upon and improve the relationships we have developed since our founding in 1984.