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DANA POINT, CALIF. (January 2, 2012)- Optivest, Inc. announces the launch of new lifestyle services in 2012, provided by a full-time Concierge on staff.  

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We see investments as more than just products; we see them as answers to specific client goals.  This philosophy mandates that we discover the right mix of investment vehicles to meet our clients’ needs.

 

 

 

 

 

 

 

 

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