Jake CPA

Co - Chief Portfolio Manager and Chief Operating Officer at Opus Capitol Management - Cincinnati, OH, US

Jake CPA's Contact Details
HQ
513-621-6787
Location
Company
Opus Capitol Management
Jake CPA's Company Details
Opus Capitol Management logo, Opus Capitol Management contact details

Opus Capitol Management

Cincinnati, OH, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to help people. We believe the marriage of comprehensive financial planning + statistically proven investment principles creates the clearest roadmap to long-term success.We are independent and transparent in all aspects of investment management decision making and financial planning. We selectively partner with like-minded individuals and families, endowments, foundations, and 401(k) plans in 28 states.

Value Investing Small Cap Equity Wealth Management Financial Plannin Financial Planning Dividends International Small Cap Microcap Equity Retirement Planning Public Plan Endowments & Foundations Pensions RIAs Endowments & Foundations Individuals and Families 401(k) Pension Fiduciary Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Opus Capitol Management
Frequently Asked Questions about Jake CPA
Jake CPA currently works for Opus Capital Management.
Jake CPA's role at Opus Capital Management is Co - Chief Portfolio Manager and Chief Operating Officer.
Jake CPA's email address is ***@opusinc.com. To view Jake CPA's full email address, please signup to ConnectPlex.
Jake CPA works in the Investment Management industry.
Jake CPA's colleagues at Opus Capitol Management are Carolina Barrenechea, Lauren Hipp, Julie Kist, Joe Condren, Fraser Glasgow, Dan Carmack, Isaac Fuchthandler and others.
Jake CPA's phone number is 513-621-6787
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