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Optivest Background & Overview Overview
Type
Family Office - Multi
Year Founded
1987
General Information
Optivest is a multi-family office headquartered in Dana Point. Founded in 1987, the firm provides comprehensive wealth management and advisory services to high-net-worth families and individuals. Optivest focuses on investment management, estate planning, and philanthropic strategies, working closely with clients to address complex financial needs—supports clients with tailored solutions across asset classes and generations.
Contact Information
Website:
Website:
www.optivestinc.com
Year Founded:
1987
Optivest Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Family Office - Multi
Optivest Leadership & Principals
Title:
Email:
Corporate Office:
Dana Point, US
Optivest Portfolio & Notable Allocations
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