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Ahead of the Curve

Ahead of the Curve

Whether it’s the wave of M&A activity reshaping the RIA marketplace or the impact of robo advisors, Matt Straut, Head of OppenheimerFunds’ RIA Group, delivers timely insights on the latest developments and trends affecting RIAs and their practices.

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Practice Resources

Practice Resources

We are fully committed to helping your business succeed. Our experience working with thousands of RIAs across the country provides insights on what works. Here you will find a wide assortment of practice resources and our perspective on the latest trends, opportunities, and challenges affecting RIAs. We believe you will find them to be a useful complement to your efforts to serve your clients and ensure the ongoing success of your business.

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Dedicated Partners to You and Your Clients

OppenheimerFunds has a dedicated team of professionals committed to servicing the unique needs of the Registered Investment Advisor (RIA) market and your clients. Our team of seasoned professionals is focused on delivering market insights, investment strategies and sharing industry developments that will help you build your business and achieve your clients' long-term goals. For many of our clients, our consultants and relationship managers represent a key partnership to help them understand their practice challenges and investment objectives to deliver integrated solutions and services uniquely tailored to our clients' needs. In addition, our interaction with leading RIAs across the country enables us to bring best-practice insights to our clients. We are committed to helping your clients—and your business—succeed.

Contact your dedicated team of professionals to learn more about OppenheimerFunds' latest insights, investment solutions and resources.

OppenheimerFunds RIA Map


Why OppenheimerFunds

Founded in 1959, OppenheimerFunds is a global asset manager with a history of providing innovative investment strategies. The firm's 17 distinct, collaborative investment teams specialize in equity, fixed income, alternative, multi-asset and smart beta strategies. We manage $228 billion* for a variety of clients throughout the world, including corporations and endowments, small businesses, financial advisors, and the individual investors they serve.

For nearly six decades, OppenheimerFunds has experienced evolutionary changes across global markets that have only reinforced our strong belief in our four key principles of sound investing:

  • Make Global Connections

  • Look to the Long Term

  • Take Intelligent Risks

  • Invest with Proven Teams

In our view, that is The Right Way to Invest.

Insights on Affluent Millenials: How advisors can connect
with next-generation wealth holders.





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*As of March 31, 2017

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by visiting oppenheimerfunds.com or calling 1 800 255 2755. Investors should read prospectuses and summary prospectuses carefully before investing.

For Institutional Use Only. This material has been prepared by OppenheimerFunds Distributor, Inc. for institutional investors only. It has not been filed with FINRA, may not be reproduced and may not be shown to, quoted to or used with retail investors.

Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value. Alternative weighting approaches (i.e., using factor weighting as a measure), while designed to enhance potential returns, may not produce the desired results.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
225 Liberty Street, New York, NY 10281-1008
© 2017 OppenheimerFunds Distributor, Inc. All rights reserved



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