Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full service broker-dealer. It offers full-service brokerage services covering various investment alternatives, such as exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, and unit investment trusts. The company also provides financial and wealth planning services; margin lending; securities lending; and online equity investing and discount brokerage services. In addition, it offers asset management services for equity, fixed income, large-cap balanced, and alternative investments offered through vehicles, such as privately managed accounts, and retail and institutional separate accounts. Further, the company provides investment banking services, including strategic advisory services and capital markets products; institutional equity sales and trading; equity research; equity options and derivatives; convertible bonds; and event driven sales and trading services. Additionally, it trades in non-investment grade public and private debt securities, mortgage-backed securities, and distressed securities; provides fixed income research, public finance, and municipal trading services; and is involved in proprietary trading and investment activities. The company also participates in loan syndications and operates as underwriting agent in financing transactions; trades syndicated corporate loans in the secondary market; offers various trust services; and provides mortgage services to developers of commercial properties. It serves high-net-worth individuals and families, corporate executives, small and mid-sized businesses, endowments and foundations, institutions, and trusts in the United States, Europe, the Middle East, Asia, and South America. Oppenheimer Holdings Inc. was founded in 1977 and is headquartered in New York, New York.