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
With residential home prices at multi-year highs and the US stock market near all-time highs, you would think that inflation has picked up. However, it has not. A stronger dollar, lower energy costs, weak wage growth and 1% - 2% inflation worldwide Read More >>