A financial services firm as unique as the people we​ serve.

Managing and maintaining multiple investments
Take the next step with sustainable investing
Financial &retirement advise planning for you and your family
Fixed income of Capital Markets delivering only results

Sophisticated offerings on a more personal scale.

As a global financial services firm, our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions.

Corporations & Institutions

Together, we take a strategic approach to capital markets, backed by the strength of full-service offerings and broad and deep industry expertise.

Wealth Management

Your advisor will help you prepare for lifes major financial milestones and every moment in between.

Advisor Opportunities

Our advisors are viewed as clients of the firm. We provide world-class ersources and support to help run their business on their terms.

Many choices. One unique portfolio.

Building a diversified investment portfolio can be a complex process. From stocks, bonds and mutual funds to alternative investments such as hedge funds, a broad spectrum of investment vehicles is available to your OFCIN advisor in helping you develop a long-term financial plan. But building a portfolio is about more than just choices. It’s about making the right choices for you. Our advisors have the freedom to recommend only what they think makes the most sense for each client in building a diversified investment portfolio designed for your specific objectives. And those recommendations are powered by the expertise of our industry-leading research. From a solid mix of traditional options to a more complex blend of managed or alternative investments, there are plenty of choices when it comes to building a custom portfolio. But there’s only one you.

Alternative investments can offer broader diversification

Finding asset classes capable of providing the broadest range of diversification can be challenging. Alternative investments such as managed futures, hedge funds, private equity or private real estate go beyond a mix of traditional investments such as stocks and bonds in creating a balanced portfolio.

Funds allow investors to pool their resources

Mutual funds and exchange-traded funds allow investors to enter the market without the demands of deciding which individual securities to buy or sell. With multiple funds available in every asset class, our advisors can rely on high-quality research in selecting the right investment vehicles for each client.