Our Clients

A college in northern California.

A biotech corporate officer in New York.

A nursing home on Oahu.

A former Super Bowl-winning NFL player in the Bay Area.

A private equity partner in San Francisco.

Our clients have diverse careers and live all over, yet each one believes in OPCM. They see the value of our unique investment management discipline. They use our team of CERTIFIED FINANCIAL PLANNERâ„¢ professionals to create thorough and fluid financial plans. They work with our Portfolio Counselors and client service team to understand their portfolio and markets. They organize their accounts online with the OPCM Wealth Center platform. We have extremely loyal clients, many of whom are in their fourth generation with us.