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OPR Investment Services
OPR Investment Services, LLC is a state-registered investment adviser in Crofton, MD. It has one employee and one investment adviser. The firm is based in...
Overview
OPR Investment Services, LLC is a state-registered investment adviser in Crofton, MD. It has one employee and one investment adviser. The firm is based in Maryland.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Crofton
Corporate office
New York, NY, United States
Frequently asked questions
How does OPR Investment Services construct portfolios?
The firm uses a direct indexing approach for equity exposure—buying individual securities to replicate an index rather than holding a fund—which allows for active tax-loss harvesting at the lot level. Fixed income is managed through laddered individual bonds, and alternatives are accessed via fund commitments and occasional direct co-investments. This structure gives the firm precise control over realized gains, a critical priority for families with large embedded capital gains in existing positions.
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