What We Do

Direct. Calculated. Personalized

Investment Strategy

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.

Turning success into peace of mind requires that risk become the first order of business.

Whether your investment goals are monthly income, annual growth or a combination of both, our investment decisions are based on a diversified approach to investing. We provide our clients access to investments that truly balance their portfolios, incorporating traditional securities, specialty income products, and real estate.

Traditional Management:

  • Optivest utilizes sophisticated research and support offered by numerous tools and companies such as Morningstar, Credit Suisse, Goldman Sachs and PIMCO to continually research the track records, philosophy of management, and personnel history of all programs that we recommend. As experienced financial market professionals, we know the questions to ask and how to determine which programs have a high degree of probability in reaching their stated objectives. Optivest is perpetually evaluating the general economy, inflation, interest rates, U.S. and foreign stock markets, broad commodity prices as well as real estate.

Hedged Stock Management:

  • These non-correlated stock market investments, in both hedged stock funds and fund of funds, have helped Optivest accounts maintain uncorrelated returns during periods of time that traditional stock markets are flat or negative.

Real Estate:

  • Optivest is actively investing with highly experienced managers and operators of hotels, assisted living centers, medical office buildings, public storage facilities, retail, office, apartments, and critical business infrastructures. These are all structured through private REITs or private Reg-D offerings. We partner only with the managers whom we feel are experts in each of the above mentioned areas.
  • We diversify our real estate allocations among the five primary real estate property groups: hotels, office, retail, industrial/commercial and multi-family. These investments are made through highly experienced acquisition and management professionals, geographically diversified across the country. We also offer development projects in hotel, office, medical, retail, apartment and self storage.

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Bart A Zandbergen, CFP® is a Registered Investment Advisor with Optivest, Inc and a Registered Representative with Gramercy Securities, Inc. Investment advisory services are offered by Optivest, Inc. under SEC Registration and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC, 3949 Old Post Road, Charlestown, RI, 02813, 800-333-7450.

BrokerCheck

Investment advisory services are offered by Optivest, Inc. and securities are offered through Gramercy Securities, Inc., member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed and may lose value. This website is provided solely for Optivest, Inc. clients and does not intend to provide investment, tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. All references to Optivest on this website refer to Optivest, Inc. (a California Incorporated company) and all references to Optivest Properties refer to Optivest Properties, LLC. Optivest, Inc. does not represent that the securities, products, or services discussed in this website are suitable or appropriate for all investors. Information herein is taken from sources deemed reliable and neither Optivest, Inc. nor Gramercy Securities, Inc. is responsible for any errors that might occur. Optivest, Inc. may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The information on this website is not intended for distribution to, or use by, any entity or person in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Optivest, Inc. or Gramercy Securities to any registration requirement within such jurisdiction or country. The opinions expressed by vendors or third parties are those of the author(s) and are not necessarily those of Optivest, Gramercy or their affiliates. All links to other Internet websites (“hyperlinks”) are included as a convenience for our visitors and Optivest, Inc. assumes no liability for the content or the presentation of such linked sites. No part of this website may be reproduced in any form, or referred to in any other print or electronic publication without the express consent of Optivest, Inc. The material has been prepared and is distributed solely for information purposes and is not a solicitation or an offer to buy or sell any security or instrument or to participate in any trading strategy. No representation or warranty is provided for any software that may be downloaded from this website. Copyright © 2016 Optivest, Inc.

Securities offered through Gramercy Securities, Inc., 3949 Old Post Road, Charlestown, RI 02813, 1-800-333-7450

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