Oppenheimer Holdings

1. Investment Banking: Oppenheimer provides a wide range of investment banking services such as underwriting and distribution of securities, mergers and acquisitions, financial advisory, and restructuring.
2. Wealth Management: The company offers personalized wealth management services to high net worth individuals and families. These include financial planning, investment management, estate planning, and trust services.
3. Institutional Sales and Trading: Oppenheimer provides institutional clients with equity and fixed income sales and trading services, including access to global markets and advanced trading technology.
4. Research: Oppenheimer’s research division covers a broad range of industries and sectors, providing in-depth analysis and insights to help clients make informed investment decisions.
5. Asset Management: Through its subsidiary, OFI Global Asset Management, Oppenheimer offers a diverse range of investment strategies and products to institutional and retail clients.
6. Investment Advisory Services: Oppenheimer’s registered investment advisors provide customized investment solutions to individual and institutional clients, including pension funds, endowments, and foundations.
7. Prime Brokerage: The company’s prime brokerage services offer comprehensive solutions for institutional clients, including clearing, custody, and operational support.
8. Trust and Custody Services: Oppenheimer provides trust and custody services for individual, institutional, and corporate clients, including corporate retirement plans and institutional trust accounts.
9. Insurance Services: Oppenheimer offers customized insurance solutions to help individuals and businesses manage risk and protect their assets, including life, health, and property and casualty insurance.
10. Specialty Investment Services: The company also offers specialized investment services, such as exchange-traded funds (ETFs), structured products, and alternative investments, to meet the diverse needs of clients.