Investment Approach

At Open Wealth Financial, we are intentionally built to help you succeed

We equip our investment professionals with the resources, tools and insights they need to achieve ⁠or surpass the outcomes our clients expect. Our commitment to consistent client success is underpinned by our distinctly different investment approach, which comprises four pillars:

Global Perspectives

From meeting companies on the ground and around the world, to gaining an understanding of the economic, social and political trends that shape our future, the continuous exchange of insights across asset classes and sectors is ingrained in our process. These insights are debated by analysts and portfolio managers around the globe to ensure every perspective is considered.

Research intensity

Our team of 180 analysts and research associates is dedicated to original, independent research. Working collaboratively across all major asset classes our teams utilize big data and analytics, such as machine learning and augmented intelligence, to turn information into forward-looking insights that add real value to investment decisions, enabling consistent and replicable outcomes for our clients.

Responsible Investment

Well-managed companies that look to the future are better positioned to navigate the risks and challenges inherent in business and achieve sustainable performance and long-term value creation. Responsible Investment (RI) principles are an important factor, and we have developed proprietary tools that provide a robust RI framework and better analysis for portfolio managers to enhance their decision-making.

Continuous improvement

Across our global business, our Investment Consultancy & Oversight team uses a ‘5P’ approach to ensure the integrity of an investment strategy. The team engages with our portfolio managers — reviewing their performance, discussing their decision-making and analyzing their processes, all to ensure we remain faithful to our clients’ objectives and identify opportunities to continually improve. This process is tangible evidence of our commitment to accountability.

At the center of every investment decision is a single goal — our clients’ success. Your Success. Our Priority

We offer Global commodity brokerage services, managed futures consultation, direct access trading, and trading system execution services to individuals, corporations and industry professionals.

Contact Us
  • 1 MAIDEN LANE, NEW YORK, 10038

  • +1 984 733-3354

  • info@openwealthfinancials.com

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