By means of personalized tactics for companies and their defined-contribution and defined-benefit programs, we manage over $4 billion (USD) in assets for businesses from various market sectors. Experienced portfolio managers operating in conjunction with skilled experts handle our investment plans. A significant focus on steady and detailed fundamental analysis is definitely an important part of our vision.
According to a strategy of creating long-lasting relationships, we have a solid reputation of dealing with banking institutions. Our strategies and projects are operated by veteran portfolio managers and analysts.
We are dedicated to offering the best quality solutions to the financial advisor industry. We perceive our advisor connections as a collaborative alliance that eventually improves the service we offer to our average customers. Our experienced employees in customer support and company development have decades of practical experience collectively and comprehend the challenging necessities of our customers and their advisors.
Foundations and Endowments
Growing on our vast experience of helping nonprofits and their leaders, we offer a wide range of approaches and methods to over 150 endowments and foundations. Our group is dedicated to assisting the necessities of our customers. Oita Sumitomo Corporate is recognized and reputed internationally due to our self-reliance and in depth analysis approach.