Optifolio

Overview

Optifolio is a small, privately owned corporate investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm operates on a fee basis that includes a percentage of assets under management and other fee arrangements. Optifolio is not registered as a multi-state adviser, does not position itself as an ESG investor, and is not identified as a pension consultant or capital allocator in the available filings. The adviser appears to deliver discretionary portfolio management services predominantly through separately managed account structures, reflecting a hands-on governance model rather than a purely advisory or brokered relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives