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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.
Turning Success into Peace of Mind.
At Optivest we believe that a properly diversified portfolio goes well beyond the typical mix of stocks, bonds and cash.
The optimum allocation for our consistently superior returns and low volatility has been 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 deserve.