The Dietzen Group

Phone: (312) 360-5700

Fax: (312) 360-5898

500 West Madison
Suite 4000
Chicago, IL 60661

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The Dietzen Group of Oppenheimer & Co. Inc. focuses on overseeing investment portfolios for institutions, affluent families, small businesses and executives of publicly traded companies. These portfolios utilize those asset classes, funds and separately managed accounts that, in The Dietzen Group’s judgment, work effectively to provide their clients with the opportunity to achieve their financial goals without exceeding their tolerance for risk.

At the same time, where the experienced professionals of The Dietzen Group consider it appropriate, these portfolios may make use of alternative investments, including private equity, hedge funds and real estate investment trusts for qualified investors. The Dietzen Group has been engineered to meet our client’s expectations in terms of offering quality products, providing personalized customer service and demonstrating a powerful work ethic and the highest professional standards.


  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services