Opportunity Investment Group, LLC

Overview

Opportunity Investment Group, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individual and family clients and small businesses. The firm runs an equity-weighted investment approach, with a clear preference for exchange-traded equities as the core of client portfolios. Its business model is a traditional percentage-of-AUM advisory practice rather than a capital allocator or pension consultant. Opportunity Investment Group is not an active ESG investor and does not operate as a multi-state adviser. Investment activity centers on managing separate accounts and pooled vehicles for individuals and families, using liquid public markets as the primary source of exposure. Fixed income exposure is maintained through corporate debt and mutual funds rather than complex liability-driven strategies. Filings indicate the firm may use external alternative managers as part of its toolkit, though details on specific managers or strategies are not disclosed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices