About Us - Opus Investment Management

Company Overview

As a wholly-owned subsidiary of an Insurance Group, we boast a rich legacy of excellence spanning over 179 years. Founded in 1844 as the asset management division of State Mutual Life Assurance Company of America, we evolved through strategic transformations, incorporating in 1985 under various names before proudly adopting its current identity in 2003.

History and Milestones

Our history is marked by significant milestones:

1844: Founded as the asset management division of State Mutual Life Assurance Company of America

1985: Incorporated under various names

2003: Adopted current identity as Opus Investment Management Inc.

Present day: Leading FINRA and SEC-registered investment management firm managing over $11 billion in assets

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Investment Management Services

We delivers personalized financial solutions, tailored strategies, and exceptional service to:

Individuals

Families

Institutions

Retirement plans

Cryptocurrency Expertise

Following extensive research, we embraced cryptocurrency, recognizing its potential to revolutionize finance through enhanced security, efficiency, and accessibility. Building on success in crypto trading, we are expanding online to provide personalized investment management services globally.

Partnerships and Collaborations

We strategically partnered with esteemed, FINRA-regulated professional brokers to design and deliver tailored cryptocurrency trading solutions, ensuring:

Transparency
Accountability
Ethical practices
Robust risk management
Client education
Regulatory compliance

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28 August

Discover the Opus Investment Management Difference

Navigating the Markets Together

Find Out What Drives Us

17 June

Investment Strategies

We offers a range of investment strategies, including:

Capital Preservation & Income

Short Broad Market

Intermediate Broad Market

Investment Grade Core

Passive Equity

Equity Transition Strategy

Crypto Trading Strategy

Each strategy has its unique fee structure, with varying rates based on assets invested.

Business Description

We derive revenue from advisory relationships with affiliates, primarily property and casualty insurance companies. To mitigate potential conflicts of interest, we assigns dedicated portfolio managers and client administrators to ensure focused attention and tailored investment management.

Leadership

Directors and Officers:

Lindsay F. Greenfield, President, Treasurer and Director

Lynne A. Mcentegart, Secretary

Jeffrey M. Farber, Director

William J. Piel, Director

Kevin Seabury, Director of Business Development

John Lefebvre, Vice President - Research

Susan Agbenoto, Director - Investment Performance

Lynne McEntegart, Vice President - Operations and Technology

Kelly Black, QC Underwriter

Michael Dang, Vice President - Credit Research Analyst

Christopher Brannon, Client Reporting Analyst

Donna Axford, Client Services Manager

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Regulatory Filings and Disclosures

We are a FINRA and SEC-registered investment management, with:

Discretionary assets under management (AUM) of over $11 billion

Managed 13F securities of over $154 million

Top 10 holdings concentration of 57.55%

Largest holding: VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares (133,178 shares)

Investment Philosophy

We are dedicated to providing financial performance tailored to each client's specific needs and risk appetite. With a commitment to transparency, accountability, and regulatory compliance, we empowers clients to make informed investment decisions.

Conclusion

We are a leading investment management firm with a legacy of excellence, expert team, and commitment to client satisfaction. By integrating cutting-edge solutions, we delivers personalized investment management services, empowering clients to achieve their financial goals.

Overview

Company

Get in Touch with Us

Phone:
+1 (508) 680-8463
+1 (508) 855-3112
Email:
clientservices@opusinvestmentmgmt.com
support@opusinvestmentmgmt.com
admin@opusinvestmentmgmt.com
Address:
C/O CHARLES F. CRONIN, 440 Lincoln St, Worcester, MA 01653, United States

Opus Investment Management

Opus Investment Management is dedicated to providing innovative and reliable brokerage services to our clients. With a focus on transparency, integrity, and customer satisfaction, we strive to empower individuals with the tools and resources they need to succeed in the financial markets. Our team of experts is committed to delivering exceptional service and support, ensuring that our clients can trade with confidence and achieve their investment goals.

Our Story