Institutional Resources. Independent Control.
About Opal Capital
Opal Capital is an independent registered investment advisor based in Boca Raton, Florida, that provides an institutional-grade investment platform for independent financial advisors. Opal offers outcome-based model portfolios, actively managed ETFs through its Pathfinder ETF Series, tax-aware investment strategies, and Opal Advisor Intelligence, a dashboard for market, portfolio, and business analytics. Advisors choose the components they need and keep full control of their client relationships.
Built to Support How Independent Advisors Work.
Outcome-Based Models
Market intelligence. Portfolio visibility. Business analytics. All in one place.
To help advisors confidently serve their clients and optimize their business for growth.
More Than a Platform
Modular Solutions
You Stay in Control
Institutional-Grade
Built by people who've done the work.
Our team has spent careers on trading desks, in portfolio management, and working directly with advisors at firms like Goldman Sachs, PIMCO, JP Morgan Asset Management, and Polen Capital. We didn’t build Opal from a whiteboard — we built it from decades of institutional experience. That pedigree now works for you.
Latest Thinking
What advisors ask us.
Opal Capital is an independent registered investment advisor based in Boca Raton, Florida. It gives independent financial advisors an institutional-grade investment platform, including outcome-based model portfolios, actively managed ETFs, tax-aware strategies, and the Opal Advisor Intelligence dashboard. Advisors choose the components they need.
Opal works with independent financial advisors and RIAs: scaling firms that need a platform that grows with them without adding headcount, breakaway advisors going independent, and established practices that want institutional resources while keeping full control of client relationships.
Opal offers four core capabilities geared toward helping advisors optimize their business: outcome-based model portfolios, actively managed ETFs through the Pathfinder ETF Series, tax-aware investment strategies, and Opal Advisor Intelligence, a dashboard for market, portfolio, and business analytics. Advisors choose the components they need.
No. Opal is modular. Advisors use the components that fit their practice and leave the rest, and many begin with a single component before expanding.
The advisor does, always. Opal provides the investment platform behind the advisor and does not sit between the advisor and their clients.
No. Most investment managers hand an advisor a product and step back. Opal works as a partner: the investment team can join client and prospect meetings, build custom portfolios for specific situations, and support the advisor’s day-to-day operations. The advisor keeps the client relationship, and Opal helps them deepen and grow it.
Working with Opal is like adding an institutional investment team to your practice. Depending on the engagement, that can include model portfolios and ETFs, custom portfolio design, tax-aware management, investment operations support such as cash management and restricted stock handling, and the Opal Advisor Intelligence dashboard for a clear view of your book.