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Our Services
Here at Optivest, we service a limited number of large accounts well. Our client to staff ratio is 13:1 (not including the staff of over 140 at Optivest Properties, LLC) which allows us to provide a level of personalized service that is far superior to that of banks, trust companies, brokerage firms and most other wealth advisors. We offer complete in-house investment, tax and estate planning services and we will coordinate with your outside professional advisors.
Our service begins with meeting new clients to discover their current financial situation and to listen to their dreams and goals. We help determine the results that each potential client wishes their investments to achieve and what their tolerance for risk is so we can design an investment strategy to help them reach their financial goals. We firmly believe our frequent contacts with our clients help us to better manage their investments by keeping current on their needs and goals.
Our diversified involvement in real estate and business investments sets us apart from most other wealth managers. We are diligent in our review of new investment opportunities and have performed many 1031 exchanges. Our goal is to provide every client with steady and stable returns via a truly diversified investment portfolio approach with low volatility and risk.