What We Do
Optivest, INC offers five divisions to handle the complete needs of our clients:
At Optivest, we believe that a properly diversified portfolio goes well beyond the typical mix of stocks, bonds and cash. Optivest utilizes sophisticated forecasting tools to audit investment cycles, current vs. historical valuations and statistical probabilities of return to determine the right mix of investment vehicles to meet our clients’ needs.
We see investments as more than just products; we see them as answers to specific client goals. The optimum portfolio allocation targets low volatility utilizing a strategic blend of securities, fixed income and real estate. Including these specialty growth and high cash flow investments truly balances and protects portfolios, providing the peace of mind you desire.
Family Wealth Advisory
The financial issues of wealthy families and individuals are constant and complex. That is why we believe in true wealth management. In addition to investment consulting, Optivest’s comprehensive process involves advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy. We come alongside you as your family’s CFO to offer sound advice and solutions in concert with top advisors and estate specialists.
At Optivest, we understand that your most valuable asset is time. We can organize most of your day-to-day operations online through the OptiWealth balance sheet aggregator as well as help you plan for retirement.
Concierge / Consulting
Here at Optivest, we service a limited number of large accounts well. We offer holistic advisory focused on coordinating your investments, tax and estate planning, and lifestyle services.
Optivest Wealth Management has been described as one of the nation’s most philanthropic wealth management firms. The Optivest companies contribute 10% of every revenue dollar, not just profits, to Christian ministries across the globe by way of the Optivest Foundation.