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.
Several of Orange County’s top business leaders have united to form the Orange County Exit Planning Roundtable (OCEPR), an organization of top-of-their-field professionals in complementary disciplines that guides owners of privately held... Read More >>
By CEO, Mark Van Mourick
Animal spirits are back! With Europe in a mild but stable recession, China on an upswing, US housing starts and prices rising (Case Shiller Index up 8.1% over the last 12 months ending in January – best since 2006), and the Dow Jones and S&P 500 both making new all-time highs... Read More >>
