OPTIVEST, INC.

Overview

Optivest, Inc. is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and selects outside advisers when appropriate. Its fee structure mixes asset-based fees with hourly and fixed-fee engagements, which aligns with a hybrid service model for wealth management and advisory projects. Investment activity centers on liquid equity exposure delivered through exchange-traded equities (both ETFs and listed stocks) as the largest single asset sleeve, supplemented by separately managed accounts. The firm is not identified as an active ESG investor and operates as a single-state adviser. As a capital allocator, Optivest sources third‑party alternative managers and places client assets into non-traditional strategies where they see fit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices