OCIO SERVICES
Collaborative Outsourced Chief Investment Officer Services
We partner with our clients to provide institutional rigor to their investment process, allowing for them to remain focused on what really matters…client outcomes. Since 2016 we have provided advisors with customized client resources and support for their investment solutions allowing for a seamless integration into their business and creating capacity for growth.
It starts with The Opal Investment Optimization Process™
The Opal Investment Optimization Process™
01
Discovery: A due diligence process designed to help us understand your specific needs.
02
Collaboration: We will present a potential Custom Benchmark for your portfolio(s) developed with institutional rigor.
03
Development: We will present our recommendations for your model(s) based on your Custom Benchmark.
04
Implementation: Our team of investment professionals will manage portfolios based on targets from the Custom Benchmark.
05
Monitoring: We monitor your portfolio to maintain alignment with your investment objectives and Custom Benchmark.
ASSET MANAGEMENT
ETFs
We manage the Opal Dividend Income ETF, symbol DIVZ. This ETF is designed for investors seeking lower volatility with higher dividend yield than the overall market while still having access to capital appreciation opportunities. DIVZ is driven by a belief that dividend-paying companies tend to be more established businesses with high cash flow, stable revenue streams, and more disciplined capital reinvestment which may, in turn, help them experience lower volatility relative to the overall equity market. DIVZ is concentrated in 25-35 well-managed companies across a range of sectors, and seeks to offer above-average dividends and the ability to grow those dividends over time.
CONSULTING
Opal Consulting
We have over a decade of experience helping firms launch, optimize and grow.
We help firms streamline inorganic growth strategies through our network and internal digital recruiting system.
Grow
The most valuable firms with the happiest owners have robust internal systems. Our Practice Management System will provide you with more freedom and capacity for growth.
Optimize
Taking your firm from a vision to reality takes rigorous planning and an experienced guide. Our proven system will give you the confidence you need as you launch your firm.
Launch
ABOUT
The Opal Team
Austin Graff is the Founder and Chief Investment Officer of Opal Capital. He is also currently the Portfolio Manager for TrueShares Low Volatility Equity Income Fund (DIVZ), a publicly traded US Dividend ETF.
As a veteran financial commentator, Graff has been profiled and quoted in Barron’s, CNN Business, Yahoo! Finance, MarketWatch and more.
He holds an MBA from the Krannert School of Management at Purdue University and a bachelor’s degree from Purdue University, and earned the Chartered Financial Analyst (CFA) designation in 2012.
Austin Graff, MBA, CFA
Jay Coulter is the Chief Investment Strategist of Opal Capital.
He is the creator of FinancialAdvisor.TV and hosts one of the industry’s longest running podcasts, The Resilient Advisor. He has been quoted in various industry publications including Investment News, ThinkAdvisor, Financial Advisor Magazine and CityWire.
Jay holds an MBA from the Goizueta School of Business at Emory and a bachelor’s degree from the University of Tennessee. He has earned the Certified Investment Management Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™.
Jay Coulter, MBA, CIMA®, CFP®
Adam Muller is a Portfolio Manager for Opal Capital. Adam has extensive experience identifying investment opportunities with favorable risk/reward characteristics across multiple industries and has generated investment ideas for Global, International and U.S focused portfolios. Adam has experience evaluating both developed market and emerging market companies.
He is a Goldman Sachs and PIMCO Alum, holds an MBA from the MIT Sloan School of Business and an MA Economics from Tufts University.
Adam Muller,
MBA
AJ Graff
Mr. Wagner is the Head of Distribution at Opal Capital, LLC. Prior to his time at Opal, Wagner was Head of National Accounts and Institutional Sales at Capital Wealth Planning where he spearheaded the growth of the DIVO ETF ($25 mil to $2.5 billion in 24 months.)
He also served in key retail and institutional distribution roles at Allianz Global Investors, Neuberger Berman, American Beacon, and AG Edwards.
He has 30 years of industry experience and is a 1985 graduate of the United States Military Academy at West Point.
Keith Wagner
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Gwynneth Shipley is the Director of Marketing at Opal Capital.
She has developed some of this industry’s most popular investment focused podcasts and her video work has generated over 10,000,000 views for Asset Managers and RIAs. Gwynneth has produced educational and training videos in the financial services industry since 2021 for FinancialAdvisor.TV.
Gwynneth holds a Master of Arts in Mass Communication/Media Studies from The New School and a Bachelor of Science in Technical Communication from Kennesaw State University.
Gwynneth Shipley
Chris Coulter is a Client Service Manager at Opal Capital.
She has been in client support roles serving Financial Advisors since 2015.
Chris holds a bachelor of Science degree in Nursing from L.S.U.
Chris Coulter
Ken Hoadley is the Video Production Manager at Opal Capital.
He has produced educational videos in the financial services industry since 2022 that have generated millions of views on social media.
Ken holds a bachelor's degree in Media and Entertainment from Kennesaw State University.