Investment Management That Finally Makes Sense
For successful millennials tired of outdated advice and ready for a portfolio strategy that matches their modern lifestyle and ambitions.
Let's Get Started
The Challenge of Modern Investing
You're successful. Great career, strong income, ambitious goals.
But your investments? That's where things get complicated.
Between growing a career, building your business, and trying to have a life, optimizing your investment strategy keeps falling to the bottom of your to-do list.
Here's what I've learned working with successful millennials: The traditional approach to investment management is broken.
- Big banks push cookie-cutter portfolios.
- Traditional Wall Street advisors cater to boomers.
- And managing investments yourself? That's a part-time job you don't have time for.
Does this sound familiar?
- Your investment strategy is not meeting expectations
- Market fluctuations has you questioning your portfolio decisions
- You're tired of generic advice that doesn't account for your personal views or equity compensation
- The thought of missing key investment opportunities or tax advantages keeps you up at night
There's a Smarter Way to Invest
At Opulus, we've built what we wished existed: A modern approach to investment management that combines cutting-edge technology with human expertise to optimize your portfolio's performance.
- No more analysis paralysis.
- No more tax inefficiencies.
- No more wondering if you're making the right investment moves.
The Opulus Investment Advantage
Most investment firms will tell you they're different. But then they'll hand you the same playbook they've been using since the 1980s. We built Opulus because we were tired of that playbook.
Times have changed. And so should your investment strategy. Here's how we're different ↓
Dynamic Portfolio Management
- Your investments adapt 4-6 times per year based on market conditions
- We optimize for after-tax returns with tax-loss harvesting and strategic rebalancing
- Direct indexing for personalized stock ownership and tax efficiency
Modern Diversification Tools
- Low-cost ETFs for broad market coverage
- Direct Indexing for stock ownership and personalization
- Targeted exposure to growth opportunities like AI, Semiconductors, and Infrastructure
- Strategic exposure to digital assets like Bitcoin and Ethereum
- Access to private equity and credit investments typically reserved for institutional investors
Designed for Today's Investors
- Personalized strategy for stock ownership, equity compensation, and concentrated stock positions
- Tax-efficient investment strategies
- Real-time portfolio updates through the Opulus App
- Plain-English explanations for every investment decision
Your Path to Investment Success
Building your career took focus and strategy. Let's apply that same precision to your investments, minus the time commitment.
Step 1: Discovery Call (20 Minutes)
We'll discuss your investment goals, current portfolio, and determine if we're the right fit for each other.
Step 2: Portfolio Strategy Design
We'll create your personalized investment roadmap, optimizing everything from your workplace retirement accounts to your personal investments.
Step 3: Implementation
We handle the investment heavy lifting:
- Portfolio construction using direct indexing and modern diversification tools
- Tax optimization and strategic rebalancing
- Regular portfolio adjustments to keep your investments on track
Step 4: Ongoing Investment Support
- Real-time portfolio updates through the Opulus App
- Annual investment strategy reviews
- On-demand support whenever you need guidance
3 Ways We Can Help
Ready to Optimize Your Investment Strategy?
Stop letting your portfolio management take a backseat. Join other successful millennials who are growing their investments strategically with Opulus.
