Company intelligence
Operose
Boutique Service, Institutional Strength. Operose delivers customized financial solutions to meet your needs.
About Operose
Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve. We employ an institutional approach to individuals, families and organizations with planning, execution and feedback of investment programs. This includes investment policy development, asset class assessment, investment manager search and selection, portfolio construction, robust reporting and accountability. Helping clients address complex investment and financial issues through customized solutions is our main goal. We strive to present options through proper due diligence and thoughtful, straightforward advice.
Verified activity
Signals from Operose
5 published signals
Capital & Finance
Operose reported that year to date, high-yield bonds are up 2.7%, while bank loans are up 3.1%
Reported by Operose
Capital & Finance
Operose reported that the S&P 500, NASDAQ, and Dow Jones Industrial Average returned 2.7%, 4.0%, and 1.5%, respectively, bringing their year-to-date returns to 13.1%, 13.9%, and 11.8%
Reported by Operose
Capital & Finance
Operose reported that the MSCI ACWI ex US returned 2.6% for the month, bringing its year-to-date return to 17.0%
Reported by Operose
Capital & Finance
Operose reported that in fixed income, Treasury yields remained elevated, with shorter-term yields moving higher on expectations surrounding Federal Reserve policy, bringing the Bloomberg Aggregate Bond Index to a year-to-date return of -0.3%
Reported by Operose
People
Operose is hiring an experienced Investment Advisor to grow the firm and its team.
Reported by Operose