Optivest, Inc.

Optivest, Inc., a registered investment adviser since March 26, 2008, offers money management and family office services to individuals, families, foundations, and more. Services include financial and retirement planning, family wealth advisory, and consultative services. The firm conducts due diligence on real estate and private placements before recommending them. Investment strategies involve custom portfolio design, asset allocation, and diversification across various sectors. Optivest manages approximately $183.7 million in discretionary assets and $132.4 million in non-discretionary assets as of December 31, 2024. Fees are based on a percentage of assets under management, with a tiered fee schedule. The firm does not charge performance-based fees or provide side-by-side management. Optivest is a fiduciary and discloses potential conflicts of interest, such as compensation from third-party managers and insurance sales. Clients have online access to view portfolios and receive quarterly consolidated reports. The firm does not vote proxies on behalf of clients and does not require prepayment exceeding $1,200. Optivest is an SEC registered adviser and does not have any financial conditions impairing its ability to meet commitments.