For nearly 40 years, Oppenheimer Capital has specialized in managing investment portfolios for corporate defined benefit plans, public funds, endowments and foundations, and Taft-Hartley plans. Account teams in each segment have lead responsibility for all aspects of client service, including in-person presentations, quarterly investment reports and responses to client inquiries.
Corporations
We employ several investment strategies for corporations of all sizes around the globe.
For more information contact: corporations@opcap.com
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Public Funds
Our clients include many of the nation's largest municipal, teacher, police, fire and other employee retirement systems. As an active participant in the public funds area, Oppenheimer Capital is a sponsor of industry conferences and educational events. Moreover, by delivering strong long-term investment performance, we have been an important contributor to the financial health of our clients' retirement programs.
For more information contact: publicfunds@opcap.com
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Endowments & Foundations
Our clients include universities, charities, hospitals and other not-for-profit organizations, and our portfolio strategies are tailored to meet the unique needs of such investors.
For more information contact: endowfoundation@opcap.com
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Taft-Hartley
Multi-employer clients around the U.S. constitute a major portion of our institutional client base.
For more information contact: tafthartley@opcap.com
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Consultants
Oppenheimer Capital places a high priority on its relationships with the investment consultant community. We recognize that working with consultants in serving our common clients helps the clients achieve their investment objectives. As such, we continually strive to provide consultants with timely data and insight.
If you have an information request of any kind or would like to submit a request for proposal, please contact us at: consultants@opcap.com
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Representative Clients
| Public |
Corporate |
- Arkansas Teachers Retirement System
- Berrien County Employees’ Retirement Plan
- City of Pontiac General Employee's Retirement System
- City of Pontiac Police & Fire Retirement System
- Manhattan & Bronx Surface Transit Operating Authority
- Massachusetts Turnpike Authority Employee Benefit
- Police & Fire Retirement System of the City of Detroit
- Oklahoma Firefighters’ Pension & Retirement
- State of Hawaii Employees Retirement
- Vermont State Retirement System
|
- ArcelorMittal USA
- Burlington Northern Sante Fe
- Dow Corning
- Duquesne Light Company
- Hawaiian Electric Industries
- KeySpan Energy
- NCR Corporation
- NGC Bodily Injury Trust
- Tredegar
- Winterthur Life UK
- UPMC Health Systems
|
| Taft-Hartley |
Endowment, Education & Foundation |
- AFTRA Retirement Fund
- American Federation of Musicians & Employers Pension Fund
- Florida UBC Health Fund
- Hawaii Laborers'
- IBEW Local 351
- Michigan Laborer's Pension Plan
- National Asbestos Workers
- Plumbers & Pipefitters Local 719
- Seafarers' Pension Plan
- United Parcel Service Local 177
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This foregoing list includes the ten largest accounts by assets (as of 09/30/08) in each segment shown above managed by Oppenheimer Capital who have given approval to disclose their names on a representative client list (listed alphabetically). It is not known whether the listed clients approve or disapprove of Oppenheimer Capital or of the advisory services provided.