Our Process

Optivest, Inc’s proven portfolio process looks beyond standard portfolio metrics and offers coordinated guidance across every area of wealth & investment management.

WE START BY LISTENING

As a full-service investment management firm, we realize that every client is unique and therefore listening is the first step to building a prosperous relationship. We start by determining each clients needs through a very extensive fact finding process. Next we spend a large amount of time building a very specifically tailored plan to accomplish those needs and goals. Finally an actual customized portfolio is built and implemented with very specific monitoring going forward.

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Our Process

WE START BY LISTENING