We’re honored Opes has made the Leaders: Top Advisors & Firms list by etf.com. Recognition in the Top 50 RIA Firms category highlights firms with outstanding expertise, growth, and leadership in helping clients navigate the ever-evolving world of exchange-traded funds (ETFs).
Each firm applied individually including us, after which etf.com editors reviewed and selected firms based on various criteria, including significant ETF allocation in client portfolios. In our investment management approach, Opes embraces modern portfolio theory to increase risk-adjusted returns for its clients, emphasizing diversification and strategic allocations.
“ETFs give our clients a lot of flexible and tax-efficient options,” says Louis Odette, Chief Investment Officer. “They’ve become a key part of our investment strategy, especially since many of our clients live in high-tax states. ETFs help us diversify across broader regions and asset classes, while giving our clients access to liquidity if they need it.”
We’re thrilled to be named among other innovative firms in the nation that are shaping the present and future of ETFs. Thank you to our team, clients, and etf.com for your support in making this recognition possible.
View the full list here.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Opes Wealth did not pay a fee for inclusion on this list. For the 2024 To 50 RIA Firms, etf.com editors reviewed and selected RIA firms based on their ability to achieve returns for client portfolios, hit client goals, offer a breadth of specialties, exhibit a solid and consistent track record, maintain fiduciary interests for clients, and more. A key selection criterion was significant ETF allocation in client portfolios. Fee models, asset size minimums, diversity of teams, and asset management strategies were also considered.
