Opus Select Strategies, LLC is an adviser based in Menlo Park. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and New York.
Opus Select Strategies provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Opus Select Strategies, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Norman Marks Pao has served as the Chief Investment Officer since 1 Nov 2006. Carol Merrick Turner joined the executive team most recently as the Chief Compliance Officer/Chief Financial Officer.
The principal office where Opus Select Strategies, LLC performs its advisory services is located at 2730 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-543-2900 or by fax 650-543-2901. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.opus-select.com.