Julie Thall

Senior Loan Advisor, Personal Finance Advisor at Opes Advisors, Inc.

Julie Thall

Julie Thall

Senior Loan Advisor, Personal Finance Advisor at Opes Advisors, Inc.

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Director, Investment Strategy & Research at Opes Advisors, Inc.

Relationship likelihood: Strong

Chairman at Cendo Group LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Opes Advisors, Inc.

Relationship likelihood: Strong

Co-President & Chief Investment Officer at Opes Wealth Management LLC

Relationship likelihood: Strong

Chief Financial Officer at Opes Advisors, Inc.

Relationship likelihood: Strong

Benefit Plan Administrator at Opes Advisors, Inc.

Relationship likelihood: Strong

Managing Director & Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Strong

Corporate Managing Director & Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Strong

Managing Director & Mortgage Advisor at Opes Advisors, Inc.

Relationship likelihood: Strong

Managing Director at Opes Advisors, Inc.

Relationship likelihood: Strong

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Julie Thall
Senior Loan Advisor, Personal Finance Advisor at Opes Advisors, Inc.
Career History
Senior Loan Advisor, Personal Finance Advisor
Current

Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client's investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates.

Other Affiliations

Julie Thall is affiliated with Opes Advisors, Inc.

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