John D. Coombs - Integrated Capabilities

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Integrated Capabilities

Wealth Managment

Over 1,300 Financial Advisors located in more than 80 offices in major financial centers and local communities across the United States.

Oppenheimer Asset Management Inc.

Founded in 1985 to help individual and institutional investors build customized investment plans based on strategic asset allocation; supported by over 150 experienced professionals.

Providing clients with customized professional money management through the Consulting Group. Oppenheimer Investment Advisors and the Alternative Investments Group of Oppenheimer Asset Managment Inc.

Capital Markets

Our Investment Banking group assists emerging growth and middle market companies raise the capital they require; our Public Finance Department works closely with cities, states and public authorities to help develop efficient financing plans.

Experienced equity research team with over twenty senior analysts delivering high quality research.

Sales and trading teams with efficient order execution capabilities and superior client service.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Neither Oppenheimer, OAM nor the Trust Company provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.