Oppenheimer’s Professional Alliance Group (PAG)


LSL + Oppenheimer = Positive Client Outcomes


The Professionals Alliance Group (PAG) of Oppeneheimer provide LSL clients access to Oppenheimer Asset Management Inc.’s (OAM) wide range of wealth management products and services and an experienced team of professionals who are dedicated to building tailored investment strategies based on your needs and objectives.

Oppeheimer works closely with you to develop comprehensive strategies to address issues relating to wealth management, preservation and protection of assets and estate planning.

They will assist with their portfolio construction by recommending an appropriate allocation of assets among those managers and funds that fulfill your needs. Oppenheimer’s extensive capabilities include alternative investments for qualified clients, retirement planning, insurance and trust services among others.

Oppenheimer & Co. Inc. (Oppenheimer) is a leading boutique investment firm that provides a full range of wealth management and financial services to high net worth individuals, families, businesses and institutions. For over a century, Oppenheimer has provided their investors with the necessary expertise and insight to help meet the challenge of achieving their financial goals. They provide attentive, personalized service and solutions that are customized for each client to help them grow, protect and preserve their assets.

Find out more

More on how Oppenheimer works with LSL to build and manage your wealth: