Strategies

Opus believes that to manage a fixed income portfolio effectively, an understanding of its role within the total portfolio is essential. We have found that most investors seek fixed income to provide stability and protection while experiencing steady levels of income. For this reason, Opus aims to deliver responsible, risk-adjusted results while maintaining capital preservation.

We employ a broad range of strategies such as income optimization, asset/liability management, total return management, and tax-advantaged investing.

Our process builds upon the strengths of our investment team by overlaying a pragmatic approach to risk.

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Capital preservation and income

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Short broad market

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Intermediate broad market

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Investment grade core

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Additional services

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We also provide customized investment solutions based upon your state regulations and specific investment policy objectives. Please reach out to Kevin Seabury, Director of Business Development 508-855-3112 | kseabury@opusinvestment.com