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The Optivest Story
The roots of Optivest date back to a stock market newsletter, co-published by Mark Van Mourick in 1979. The Optivest newsletter reported the research results of our “Optimum Investment” process, still employed today.
In 1987, Optivest was formed as a Registered Investment Advisor to advise and manage the portfolios of twelve wealthy families. Today, Optivest provides fiduciary wealth and investment management services to some of the wealthiest individuals and families in the country.
Success has resulted from targeting absolute annual returns of 6%-8%, without the volatility normally associated with the stock market. Our senior staff has an average of 21 years of industry experience and provides truly outstanding personalized customer service for our high net worth clientele. The results have been long and stable relationships with our loyal clients.