OSPARA(oh-spah'-rah) n., 1. Optimum Strategic Portfolio Analysis & Research Associates. 2. A private consultancy offering independent research to institutional investors and family offices.

We supply a highly refined, reliable outsourcing option for investment decision makers who require expert advice in asset allocation research, manager selection research, customized asset solutions, and risk & style management research.

OSPARA was founded by Harvard Ph.D., Wallace Wormley, to provide a full range of investment consulting solutions. Based on some of his early work in behavioral finance, he brings to this firm over 25 years of applications in the capital markets and in global asset management. His accumulated experience stems from the key executive positions he has attained throughout his career in portfolio implementation and management. He has been a pioneer in blazing trails as a global portfolio manager, asset allocator and experienced international business executive.


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Optimum Strategic Portfolio Analysis & Research Associates

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