Optas

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Optas — overview

About

Optus is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients including asset management, family office, tax planning, trustee services, business planning, estate planning, insurance services, corporate services, liability planning management, privacy, personal entity management, and comprehensive portfolio management. It advises individuals, high net worth individuals, trusts, estates or charitable organizations, pension and profit sharing plans, corporations, and limited liability companies on a discretionary basis.

Optas - known decision makers (7)

Position	Location	Asset Class
Chief Investment Officer, Chief Compliance Officer	Dripping Springs, US	RE
Chief of Staff	Dripping Springs, US	RE
Financial Planner	Dripping Springs, US	RE
Financial Planner & Philanthropy Specialist	Dripping Springs, US	RE
Founding Advisor, Chief Financial Officer	Dripping Springs, US	RE

Showing 5 of 7 known decision makers Optas

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