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Featured in Orange County Business Journal (OCBJ) on September 3, 2018

The Optivest Foundation is included in the top private philanthropic organizations in Orange County for 2018, based on its generous contributions made to ministry partners and Christian philanthropies throughout Orange County in 2017. The Optivest Companies (Optivest Wealth Management, Optivest Properties, Optivest Investment Banking and Optivest Retirement Strategies) all tithe 10% of gross revenue to the Optivest Foundation for distribution to Christian ministries locally and across the globe.

Optivest Foundation “Why Wall”

Mark Van Mourick, Founding Partner of Optivest Wealth Management alongside Letitia Berbaum, Wealth Advisor, proudly showcase the Optivest Foundation Why Wall in the Optivest corporate office in Dana Point. This Why Wall highlights specific projects, families and initiatives the Optivest Foundation has supported locally and stands to reiterate the bedrock of the Optivest businesses.

Click Here to view The List: 2018 OC Corporate, Private Foundations

Visit www.optivestfoundation.org to learn more

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

CLICK HERE to WATCH!

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.”

November 1, 2017

California Business JournalAre we at the top yet? Selling near stock market highs and locking in profits is always tempting, especially when the current bull market is one of the longest on record and seemingly puttering out. Yes, this might be the perfect time to sell, however, let’s look at the long term odds first.

According to Check Capital’s research, the Standard & Poor’s 500 Index (S&P 500) has advanced in 78% of the years since 1950 (or about 4 out of every 5 years). Further, 95% of every five years – and 100% of each decade – since 1950 have led to a new high. These statistics are true even though the S&P 500 has had an average of 14.2% annual peak to trough dips. Volatility is normal. While the average S&P 500 annual return has been about 10%, annual returns in the 5% – 15% range surprisingly only happen about 20% of the time so expect big price swings. If your investment time horizon is longer than a few years, betting against these odds is dangerous. But sitting through another multi-year decline is equally unsavory. What to do, then?

August 2017: Optivest Wealth Management’s affiliate Optivest Investment Banking (OIB) announced on August 23, 2017 the acquisition of their client, TravisMathew, LLC, by Calaway Golf Company for $125.5 million in an all cash transaction. OIB acted as financial advisor to TravisMathew.

TravisMathew, founded in 2007,  has grown into an iconic men’s sportswear brand with superior domestic distribution in premier department stores, high-end country clubs, resorts and TravisMathew retail stores. TravisMathew draws its inspiration from all aspects of Southern California culture and lifestyle combined with a focus on constant innovation and extraordinary quality.

Callaway Golf Company creates products designed to make every golfer a better golfer. The company both manufactures and sells golf clubs and golf balls, sells bags and apparel in golf and lifestyle categories under the Callaway Golf, Odyssey and OGIO brands worldwide.

The team at OIB led by Paul Donnelly, Sr. Managing Director, provided advisory services to the owners of TravisMathew and its team of advisors which included structuring and negotiating the transaction on behalf of the Company.

August 2016: Optivest Wealth Management has been nominated and chosen as a 2016 finalist for the Invest in Others Charitable Foundation’s Corporate Philanthropy Award for its company-wide generous giving initiatives. Optivest advisors and employees are proud that the firm continuously donates 10% of gross revenue to philanthropic organizations worldwide through the Optivest Foundation.

“Invest in Others amplifies the charitable work of financial advisors, employees, and their firms by sharing their stories and awarding funding to the non-profits they care so much about.” Click here to learn more about the Invest in Others Charitable Foundation.

(As reported in the Orange County Business Journal, July 11, 2016):

In Spring 2016, Optivest announced Dee Cinquegrani as the company’s new Vice President of Finance and Development. Dee serves Optivest clients with over 20 years of experience in Business Development & Planning, Accounting and Human Resources. Her specialized contribution includes developing the OptiWealth online financial aggregator and working closely with CPAs, Attorneys and industry leaders to offer Optivest clients the peace of mind they deserve.

Dee is a member of AICPA, CalCPA, is a California Notary Public, holds a real estate Salesperson license for California, and is a graduate of Cal-State Fullerton. True to the Optivest culture that giving is living, you can often find Dee supporting local charitable organizations and community programs.

(As reported in the Orange County Business Journal, September 7, 2015): “…Dana Point-based Optivest Foundation is the only newcomer to the list. It made $604,058 in total contributions last year, with $302,497 of that given to Orange County charities. Optivest is ranked No. 25. It was founded in 2007 and is funded by 10% of the gross revenue of Optivest Inc., Optivest Properties LLC, and Optivest Investment Banking, according to the foundation’s website. It has invested more than $2.3 million in local and international areas since 2007.

By Mark Van Mourick
As reported on CNBC.com, September 10, 2015:

You’ve worked hard and have been very patient, and now you have made money—lots of it.

Like many folks who have experienced a large liquidity event, you’re ready for some immediate gratification. So you are looking to splurge. Perhaps you want to buy a high-end car, a boat or a private jet. You may even look at purchasing a luxury watch. Whatever form of indulgence it takes, it’s a shiny trophy and it’s going to be yours.

Unfortunately, many luxury consumers fail to consider the extent to which their purchase will hold its value over the years. In many cases, buyers eventually decide to resell a luxury item, only to find themselves losing a big chunk of the purchase price to depreciation.