, we service clients in surrounding communities. We use Quickbooks to provide accurate and cost-effective services, including up, P&L reports, payroll and tax allocations, fixed asset and inventory tracking and any specialty reports requested

disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Ourare customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, both designations. OPCM presently manages approximately $1.6 billion in assets for clients (as of