We're #hiring a new Client Portfolio Manager in Boca Raton, Florida. Apply today or share this post with your network.
关于我们
Our mission is to help advisors confidently serve their clients and optimize their business for growth.
- 网站
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https://www.opalinvest.com/
Opal Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Boca Raton，Florida
- 类型
- 私人持股
- 创立
- 2021
- 领域
- OCIO、Asset Management、Consulting、Investment Management、ETFs和SMAs
地点
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主要
获取路线
1900 Glades Rd
US，Florida，Boca Raton，33431
Opal Capital员工
动态
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We are excited to announce the launch of the Opal International Dividend Income ETF (IDVZ) in partnership with TrueShares ETFs. Austin Graff, CFA Adam Muller Jay Coulter, CFP?, CIMA? Manav Shah, CFA Keith Wagner Alan Graff Jr
TrueMark Investments announced today the newest addition to the TrueShares family of exchange-traded funds, the Opal International Dividend Income ETF (IDVZ). Sub-advised by Austin Graff, CFA and the team at Opal Capital, this actively managed fund is designed to provide investors with exposure to a concentrated portfolio of 40-60 international companies that focus on paying attractive dividends and are expected to grow over time. Learn more >> https://hubs.li/Q030JdrD0 #IDVZ #CboeListed
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Austin Graff, CFA, Adam Muller & Jay Coulter, CFP?, CIMA? discuss the Buffett Indicator and the extreme levels we are seeing in the markets today.
Founder & Chief Investment Officer at Opal Capital | Portfolio Manager for the Opal Dividend Income ETF (DIVZ)
Warren Buffett's popular indicator has reached extreme levels. What should investors be considering in their portfolios? ?? Learn more about Opal Capital: https://www.opalinvest.com Adam Muller Jay Coulter, CFP?, CIMA? #investing #markets
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Opal Capital转发了
Founder & Chief Investment Officer at Opal Capital | Portfolio Manager for the Opal Dividend Income ETF (DIVZ)
In this episode of the Investment Insights Podcast we analyze 8 critical investment themes for 2025: ?? The S&P 493: Discover where opportunities lie beyond the largest players. ?? AI Valuations: How can investors separate true winners from hype-driven stories? ?? Value Stocks: Are overlooked sectors poised for a resurgence? ?? Inflation vs. Disinflation: What’s the likely trajectory of the economy, and how should investors prepare? ?? M&A and Activism: Explore how companies are leveraging strategic plays to navigate uncertainty. ?? Investor Mindset: Why overconfidence can be a warning sign for market participants. ?? International Markets: Could they outperform the U.S. in 2025? ?? The Return of Active Management: The challenges and opportunities in today’s evolving market landscape. Opal Capital Jay Coulter, CFP?, CIMA? Austin Graff, CFA #podcast #2025Outlook
Market Outlook and 8 Themes For 2025
www.dhirubhai.net
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Opal Capital转发了
Founder & Chief Investment Officer at Opal Capital | Portfolio Manager for the Opal Dividend Income ETF (DIVZ)
On this episode of Investment Insight we cover a wide range of important topics including post election irrational exuberance in the equity and crypto markets. ?? with Adam Muller & Jay Coulter, CFP?, CIMA? Learn more about Opal Capital: https://www.opalinvest.com #investing #stockmarket #economy
Irrational Exuberance & Expensive Markets
www.dhirubhai.net
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Opal Capital转发了
Founder & Chief Investment Officer at Opal Capital | Portfolio Manager for the Opal Dividend Income ETF (DIVZ)
A recent Chart of Interest: The impact of inflation on interest rates and its impact on equities. Adam notes the ballooning debt and how "it works great until it doesn't." Will it lead to crisis as bad as 2008? From a recent Investment Insights Podcast from Opal Capital with Adam Muller and Jay Coulter, CFP?, CIMA?. #investing #markets #inflation
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Opal Capital转发了
Investment Strategist & Consultant to RIAs & Financial Advisors | Podcast Host | Author
We are hiring for a couple of roles at Opal Capital & Resilient Advisor. If you know any great candidates please send them our way! ?? Operations & Trading Associate: https://lnkd.in/eaMX2cBw ?? Digital Media Specialist (Part Time): https://lnkd.in/eZQjdW3g
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Opal Capital转发了
Founder & Chief Investment Officer at Opal Capital | Portfolio Manager for the Opal Dividend Income ETF (DIVZ)
Looking forward to the conversation with Yuri Khodjamirian, CFA and Ben Emons, MBA, MsF
With stock markets increasingly concentrated in big tech stocks, investors face a dilemma: how to diversify without missing out. Please join Austin Graff, CFA, Yuri Khodjamirian, CFA, and Ben Emons, MBA, MsF as they discuss strategies for advisors and investment opportunities in the current market environment. Sign up here: https://bit.ly/4gX0EtF
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Looking forward to the conversation with Yuri Khodjamirian, CFA and Ben Emons, MBA, MsF
With stock markets increasingly concentrated in big tech stocks, investors face a dilemma: how to diversify without missing out. Please join Austin Graff, CFA, Yuri Khodjamirian, CFA, and Ben Emons, MBA, MsF as they discuss strategies for advisors and investment opportunities in the current market environment. Sign up here: https://bit.ly/4gX0EtF
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Opal Capital转发了
Founder & Chief Investment Officer at Opal Capital | Portfolio Manager for the Opal Dividend Income ETF (DIVZ)
Did the Fed cut too early? Does it matter to your portfolio? On this episode of Investment Insights the team covers a wide range of issues investors should be watching today. Learn more about Opal Capital: https://www.opalinvest.com
Did The Fed Cut Too Early? Chinese Equities, Nvidia and More
www.dhirubhai.net