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.
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... Read More >>
By CEO, Mark Van Mourick
The rapid rise in the 10-year Treasury interest rate from 1.6% to 3% has rippled through the financial and real estate worlds. Bond portfolios got crushed, stocks dropped then rebounded and residential and commercial real estate appreciation has stalled. In response, the Fed ... Read More >>