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OIG Services

Comprehensive Wealth Management Services

OIG's exclusive approach goes beyond traditional investment management, delivering personalized strategies that adapt to your unique financial goals and market conditions.

Portfolio Management

OIG's investment strategy seeks to leverage in-depth fundamental and technical analysis to increase the probability of outperforming traditional benchmarks.

  • Focused Investing in Great Companies
  • Real-time portfolio optimization
  • Diversified asset allocation
  • Tax-efficient strategies
Wealth Planning

Comprehensive financial planning tailored to your unique situation, goals, and timeline for wealth preservation and growth.

  • Estate planning coordination
  • Tax optimization strategies
  • Retirement planning
  • Legacy wealth transfer
Family Office Service

OIG Family service with dedicated relationship managers who understand your unique needs and provide personalized attention.

  • Dedicated relationship manager
  • Speak to a human
  • Quarterly strategy reviews with our research partners
  • High tech insights and data, simplified into clear, client-friendly reports

What Sets Us Apart

Unlike traditional wealth managers who rely on passive index funds, we provide active, hands-on management with a proven strategy. In short, we genuinely care about your performance.

Traditional Wealth Management

  • Passive index fund allocation
  • Annual or quarterly check-ins
  • Generic investment strategies
  • Limited market outperformance

The OIG Approach

  • Proprietary bespoke investment strategies
  • Continuous portfolio optimization
  • Personalized wealth strategies
  • The Goal of Consistent Market Outperformance

Experience the OIG Difference

Schedule a consultation to learn how our exclusive strategy can maximize your wealth potential.

Opportunity Investment Group, LLC ("OIG") is a Georgia state-registered investment adviser headquartered in Atlanta, Georgia. OIG and its representatives are in compliance with the current registration and notice filing requirements imposed upon state-registered investment advisers by those states in which OIG maintains clients. OIG may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements.

OIG's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of OIG's website on the Internet should not be construed by any consumer and/or prospective client as OIG's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from OIG. Any subsequent, direct communication by OIG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of OIG, please contact the Georgia Secretary of State or visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. A copy of OIG's current written disclosure statement discussing OIG's business operations, services, and fees is available from OIG upon written request.

OIG does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OIG's website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINE, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED.

Opportunity Investment Group
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