Optivest

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Optivest — overview

About

Optivest is a US-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. Its services include financial and retirement planning, family wealth advisory services, and consultative and concierge services. The wealth manager offers advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, foundations, corporations or other business entities, IRAs, and pension and profit-sharing plans.

Optivest - known decision makers (6)

Position	Location	Asset Class
Director of Client Services & IT	San Juan Capistrano, US	PEREPD
Investment Advisor	San Juan Capistrano, US	PEREPD
Partner, Wealth Advisor and Chief Operating Officer	San Juan Capistrano, US	PEREPD
Portfolio Manager	San Juan Capistrano, US	REINFHFPDNR
President & Founder	San Juan Capistrano, US	PEREHFPD

Showing 5 of 6 known decision makers Optivest

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