About Us
Our Philosophy
Complete Transparency
We always tell our clients the truth, whether it’s what they want to hear or not. This commitment to complete transparency is critical, especially given the fluctuations and realities of the stock, bond, futures, and alternative investment markets. Opus 111 Group client's deserve nothing less than our candid insights.
Independent
Quality Professional
Service
Opus 111 Group is a boutique independent investment and wealth management advisory firm headquartered in Seattle. Since 1999, our primary goal has been to provide quality professional service, enabling our clients to achieve their goals and live the lives they have always imagined.
Thought Leadership
Opus 111 Group prides itself on taking an active role in thought leadership around financial education. Our team’s radio show “Money Management,” has aired since 2008 on Spokane’s KXLY AM 920 and can also be found on both Seattle’s KIXI AM 880 and KKNW AM 1150. Opus founder Jim Harvey has lectured at Stanford since 1998 and has also previously taught advanced certification courses at Berkeley’s Haas School of Business and the Wharton School of the University of Pennsylvania. In addition to regular client webinars, Opus produces written blogs, online videos, and podcasts to help share the benefit of our experience with those interested in gaining a deeper understanding of the markets.
Client Partnership
Commitment
At Opus 111 Group, our commitment is to use our extensive experience to share the lessons and perspectives we have learned to help you live the life you have imagined.
Independence
Because we are independent, we have access to a full array of products and services without any corporate pressure to use an in-house investment solution. Opus uses this flexibility in constructing our customized portfolios designed to suit the unique needs of our clients.
Effective Partnership
We focus on making our clients the most effective investor possible. Our most successful clients participate in a collaborative relationship based on mutual trust and making use of clear and timely communication on all important matters.
What You Need to Know About Social Security
Retirement Plan Detectives
Working With A Financial Professional