Opes Mvb Capital, LLC

Overview

Opes Mvb Capital, LLC is a small, adviser-owned RIA that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and delivers advice in a non-discretionary format, meaning clients retain final investment decision authority while the firm provides portfolio construction, manager selection and ongoing recommendations. Investment activity centers on public funds and mutual funds as core building blocks, supplemented by allocations to third-party real estate managers to add diversified exposure beyond liquid markets. The adviser does not position itself as an ESG-focused manager and its operating footprint is limited to a single-state practice.

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Investments & Alternatives

Location & Offices