Optivest Inc. Turning Success into Peace of Mind.

At Optivest we believe that a properly diversified portfolio goes well beyond the typical mix of stocks, bonds and cash.

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.

Since 1987, Optivest has exclusively managed investment assets for high net worth individuals and families. We specialize in helping with traditional liquidity events — business sales, inheritance, and insurance/litigation awards.
 

Mark Van Mourick, CEO presents Optivest Inc. Cash In/Cash Out written by Mark Van Mourick
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