Opes Mvb Capital, LLC

Opes MVB Capital offers wealth advisory services, including portfolio allocation, real estate analysis, estate planning, charitable advice, trust advisory services, and tax planning advice. Opes MVB creates an Investment Policy Statement for each client, outlining their current situation, income, tax levels, and risk tolerance. Opes MVB generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), non-U.S. securities, venture capital funds and private placements.