"Providing advisers with a wide range of tools and capabilities to help them successfully generate positive investment outcomes for their clients is a core commitment for us," said Matt Straut, Head of RIA Distribution for OppenheimerFunds. "This partnership with Oranj is an exciting opportunity that better positions us in support of that goal."
Oranj continues to diversify its selection of investment solutions from managers that independent financial advisers can cost-effectively and seamlessly tap for their clients. OppenheimerFunds is among four additional asset managers that will now host model portfolios and funds on the OranjMAX platform developed by Oranj.
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Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns and does not assure a profit or protect against loss.
OppenheimerFunds does not recommend any specific asset allocations.
Discussion of model portfolios is not intended to represent investment advice that is appropriate for all investors. Each investor’s portfolio must be constructed based on the individual’s financial resources, investment goals, risk tolerance, investing time frame, tax situation and other relevant factors.
A financial advisor can suggest an asset allocation strategy designed to meet your financial goals, time horizon and risk tolerance.
OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity.
These views represent the opinions of the Senior Vice President and Head of Registered Investment Advisor business at OppenheimerFunds, and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.