OPY - Oppenheimer Holdings Inc.

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Oppenheimer Holdings Inc., based in New York, New York, operates as a prominent middle-market investment bank and comprehensive broker-dealer, serving a diverse clientele across the Americas, Europe, the Middle East, and Asia. Established in 1881, the company offers a wide array of financial services, including brokerage services covering a broad spectrum of securities such as corporate equity and debt, money market instruments, options, futures contracts, municipal bonds, mutual funds, ETFs, and unit investment trusts.

Oppenheimer Holdings caters not only to individual investors but also provides extensive financial and wealth planning services, margin lending, and asset management solutions. These encompass separately managed accounts, discretionary portfolio management, alternative investments, and institutional fixed income strategies, tailored to meet the distinct financial objectives of its clients.

The firm distinguishes itself in the investment banking arena with offerings that include strategic advisory services, capital markets products, and a robust suite of merger and acquisition solutions. Oppenheimer also excels in institutional equity sales and trading, equity research, derivatives trading, convertible bonds, and equity index options, bolstering its position as a trusted partner in capital markets.

Additionally, Oppenheimer Holdings engages in institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services. The company's commitment to excellence extends to proprietary trading, securities lending, underwriting, market-making, trust services, and discount brokerage offerings, providing comprehensive financial solutions to corporations, governments, high-net-worth individuals, and institutional investors globally.

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