among mutual funds approved by the company. Oppenheimer Investment Advisory Services Oppenheimer Investment Advisers offers internal portfolio managers servicing high-net-worth individuals, retirement plans, endowments, foundations and trusts using both taxable and non-taxable fixed income strategies. Discretionary Portfolio Management The company, through its Omega and Fahnestock Asset Management programs, offers discretionary fee-based investment programs managed by the company’s advisers with a client-focused approach to money management, servicing high-net-worth individuals, families, endowments and foundations, and institutions. In addition, the Alpha programs offer similar services as a commission-based program. Fee-Based Non-Discretionary Accounts Under the company’s Preference Program, it provides non-discretionary investment advisory services to high-net-worth individuals and families who pay an advisory fee on a quarterly basis. The program includes features, such as initial portfolio consultation, quarterly performance reporting and periodic consultation. Institutional Investment Management Oppenheimer Investment Management, LLC provides fixed income management and solutions to institutional investors, including Taft-Hartley funds, public pension funds, corporate pension funds, insurance companies, and foundations and endowments. Alternative Investments The company offers high-net-worth and institutional investors the opportunity to participate in a range of non-traditional investment strategies. Strategies include single manager hedge funds, fund of funds and private equity vehicles. For proprietary funds, the company, through its subsidiaries, acts as general partner in these investments. Capital Markets division Investment Banking The company employs approximately 100 investment banking professionals throughout the United States and in the United Kingdom, Israel, and Asia. This division provides strategic advisory services and capital markets products to emerging growth and middle market businesses. The investment banking industry coverage groups focus on certain sectors, including consumer and business services, energy, financial institutions and real estate, healthcare, industrial growth and services, and technology, media and communications. The company’s industry coverage teams partner with its Mergers and Acquisitions practice, as well as Equities, Leveraged Finance and Fixed Income platforms to provide its clients with tailored advice and recommendations. In addition, the company has experience working with financial sponsors and maintains a Financial Sponsor group. Mergers and Acquisitions The company advises buyers and sellers on sales, divestitures, mergers, acquisitions, tender offers, privatizations, restructurings, spin-offs and joint ventures. The company provides senior banker focus to clients throughout the financial advisory process, which combines its structuring and negotiating expertise with its industry knowledge, relationships, and capital markets capabilities. Equities The company provides capital raising solutions for corporate clients through initial public offerings, follow-on offerings, equity-linked offerings, private investments in public entities, and private placements. The company focuses on emerging companies in growth industries, including consumer and business services, energy, financial institutions and real estate, healthcare, industrial growth and services, and technology, media and communications. Leverage Finance and Fixed Income The company offers a range of debt financing for emerging growth and middle market companies and financial sponsors. The company focuses on structuring and distributing public and private debt in leveraged finance transactions, including leveraged buyouts, acquisitions, growth capital financings, recapitalizations and Chapter 11 exit financings. The company also participates in high yield debt and fixed and floating-rate senior and subordinated debt offerings. In addition, the company advises on bond financing alternatives for both sovereign and corporate emerging market issuers. Eq
oppenheimer holdings-cl a (OPY:New York)
85 Broad Street
New York, NY 10004
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