# OPR Investment Services

OPR Investment Services is a Multi Family Office based in Crofton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Crofton, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** oprinvestmentservices.com

## Regulatory record

- **CRD number:** 115502
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115502

## About

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.

## 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.

## Related profiles

- [OPP Wealth Advisory](https://altss.com/profile/opp-wealth-advisory-llc)
- [OPSIS ADVISORY GROUP](https://altss.com/profile/opsis-advisory-group)

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Last updated: 2026-07-06T01:24:22.549Z

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