Investment Advisor

Our investment advice service starts with information gathering. We meet with our clients to learn about their financial needs, desires and dreams.

This gives us the foundation to build an optimum investment portfolio management proposal that incorporates our unique blend of highly diversified investments. After a proposal is reviewed and discussed thoroughly, we implement the final investment plan over weeks and months, ensuring our clients invest in premium projects with only optimum managers.

Once the investment process begins, Optivest performs daily monitoring of current investments and future alternatives. We provide comprehensive quarterly reports and prefer to meet one on one with our clients to review and discuss details. Frequent contact with our clients gives us the opportunity to know each client’s unique situation and desires and thereby, better anticipate their needs.

We provide clients secure online access to view their investments. Experienced staff is available to meet with your estate planner, insurance and tax professionals as part of our service.

Optivest also consults on a variety of business and family financial issues including ESOPs, mergers and acquisitions, lease vs. buying decisions (equipment and buildings), retirement plans, SBA loans, foundations, trusts, CRUTS, GRATS, etc.

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Investment Advisor