OSAM's Leadership Team oversees each department and sets the firm's overall strategic direction. The team meets weekly to address the needs of our clients, manage our goals, and carefully monitor risk.

The Investment Management Team conducts the research for and insures the integrity of each of OSAM's investment strategies. The team's responsibilities fall into three categories—identifying the stocks that qualify for today's models, looking for ways to subtly improve existing strategies, and developing new strategies for future portfolios. The team oversees trading, reconciliation, portfolio administration and account rebalancing.

The Technology and Operations Team insures the proper implementation of our strategies for all of our clients and their accounts. The team facilitates trading, reconciliation, portfolio administration and account rebalancing.

The Client Sales and Service Team is responsible for new sales and for providing ongoing service to every client we have, both institutional and intermediary.

The groups within OSAM Administration work closely with our leadership team to manage various aspects of the business, encompassing key functions such as Performance, Risk Reporting and Finance.