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 mostly high net worth individuals and families. We specialize in helping with traditional liquidity events — business sales, inheritance, and insurance/litigation awards.
Optivest Properties, a property acquisition and management company specializing in mini-storage warehouse and an affiliate of Optivest, announced today that they have joined Northwest Self Storage of Ore. and SecurCare Self Storage of Lone Tree, Colo... Read More >>
By CEO, Mark Van Mourick
While the Greek crisis has knocked stock indexes down recently, the U.S. economy and markets have been stuck on the 50-yard line since November 2014. The U.S. stock market has been at all-time high valuations and our timing indicators set off the Read More >>