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The Optivest Blog

A strong U.S. economy has stretched asset values and caused a run-up in interest rates, leading the financial markets to one of the flattest first-half performances in recent history. We look for earnings to catch up to valuations and hope for a positive end to the global trade wars in the second half of this year. Most importantly, we remain adherent to our mission of optimizing your investment portfolios and planning for your ideal future.

As always, we are here for you. Please feel free to reach out with any questions that you may have.

All the Best,

Mark, Bart, Leslie & Stella

May 24, 2018 – Mark Van Mourick along with the other board members of National Storage Affiliates Trust (NSA) rang the opening bell of the New York Stock Exchange (NYSE) this morning in honor of the 3rd anniversary of the NSA initial public offering (IPO) and annual board meeting.
National Storage Affiliates LogoNYSE Logo


Featuring TEN-X

May 22, 2018

The world of real estate is changing…are you in the know?

Our interview with TEN-X was insightful.

Listen and learn along with us!

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email

Featuring Dan Lively

May 14, 2018

It was a pleasure to have Dan Lively in the studio with us!

Listen in to our LIVELY podcast featuring this dynamic guest.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email

Featuring Josh Graves

May 1, 2018

Fitness on Fire opened it’s doors on March 14, 2015. We have dedicated our work to building a community that cares about your health & fitness. We believe that being connected in a community is a necessary key for you to reach your goals in life and in fitness. Having private, semi-private, or group training classes, pushes you beyond what you thought you could’ve accomplished on your own. We absolutely love what we do here! We have dedicated our lives to our clients and only offer exceptional sessions!

Founders, Josh and Haydee Graves, have been in the fitness industry for over 10 years each. Josh was a former Club Manager for multiple “big box” gyms, Fitness Manager of some of the biggest training gyms in Orange County, and Olympic Committee Ambassador at the 2010 & 2012 games.

Featuring Mark Van Mourick

April 30, 2018

Meet Mark Van Mourick, Founding Partner Optivest Wealth Management

Mark is the Founding Partner of Optivest Wealth Management and has managed the investment portfolios of several of the nation’s wealthiest families. Mark established Optivest in 1987 and has grown the firm’s managed portfolios to about 40 highly successful families through building strategic, diversified portfolios for his clients targeting low volatility and consistent growth.

Mark has four decades of experience as a Money Manager and Registered Investment Advisor. Prior to opening his own firm, he was one of the youngest Senior Vice Presidents and Partners at Smith Barney. Mark leads Optivest by example, defining common corporate goals focused on integrity in all aspects of the business, excellent client satisfaction and an environment of high moral consciousness and generosity.

In addition to his expertise in stocks and finance, Mark has extensive experience in business and real estate. He co-founded a national REIT and took it public on the New York Stock Exchange. He is also the author of Cash Out, Cash In – The After Success Investment Guide as well as an experienced investor in a wide variety of investment vehicles including private equity, hedge funds and venture capitals. Mark founded the Orange County Exit Planning Roundtable that includes a team of experienced advisors in the specialty disciplines necessary to guide entrepreneurs preparing to sell their business.

Featuring Jim O’Sullivan

April 23, 2018

Wealth Advisor Letitia Berbaum was joined in the studio by entrepreneur Jim O’Sullivan recently to discuss a variety of business endeavors and lessons learned.

When Jim was asked what his greatest strength is, he answered “my wife” without missing a beat. When we asked Jim what his greatest weakness is he stated rather enthusiastically “chocolate”.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email

Published in Orange County Business Journal on April 16, 2018:

Leslie Calhoun, Senior Partner & Chief Compliance Office was nominated for the Orange County Business Journals 2018 Women of the Year award. This award is designed to recognize outstanding professional women who have made significant contributions to their organizations, their professions and the Orange County community.

As quoted in the Orange County Business Journal on April 16, 2018:  “In her 11 years at Optivest Wealth Management, Leslie Calhoun implements tactical investment strategies and monitors investment performance. With more than 25 years of investment industry experience, she works to provide the utmost care in serving her clients’ financial needs and facilitating success. Calhoun’s passion lies in fostering financial growth for successful women leaders. She takes great pride in her ability to do more than just manage client portfolios; she works to instruct, guide and deliver customized financial and investment insight for her clients amidst their fast-paced lives. Calhoun also coaches individuals going through difficult transitions, working to build confidence, knowledge, independence and self-esteem. Optivest began in 1987 with the goal of providing holistic wealth management services to a select group of successful individuals and families in Southern California.”

As we enter this period of heightened volatility and checkered quarterly returns, it is even more important to keep a strategically balanced portfolio. We remain opportunistic in adding non-correlated allocations (see Leslie’s thoughts) and stick to our unemotional disciplines (see Bart’s advice) to avoid common market timing whipsaw mistakes, all the while continuously optimizing our core securities selection (per Stella’s article).

Don’t hesitate to call or reach out to your service team with questions: 949.363.8686

All the Best,

Mark, Leslie, Stella and Bart

Investing 101 with Bart Zandbergen & Letitia Berbaum

April 2, 2018

Like a lion…Investors roared into 2018.

During the first week of the first quarter of the New Year, the Dow Jones Industrial Average rose above 25,000 for the first time ever. Less than two weeks later, it closed above 26,000. The Standard & Poor’s (S&P) 500 Index and NASDAQ Composite also reached new all-time highs.

Strong performance was supported by strong fundamentals. In December 2017, Mohamed A. El-Erian wrote in BloombergView economic and policy fundamentals, including synchronized global recovery, progress on U.S. tax reform, improved certainty around Brexit, and orderly acceptance of changing U.S. monetary policy, “…reinforce the prospects for better actual and future growth, thereby increasing the possibility of improved fundamentals validating notably elevated asset prices.”