Optimize Advisors LLC

Optimize Advisors LLC is a financial advisory firm established in May 2020, based in New York. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. Optimize Advisors seeks discretionary authority from clients to make investment decisions in line with fiduciary duties, aiming to provide fair and equitable allocation of opportunities among clients. The firm primarily advises on equities, ETFs, and commodities, with a focus on listed equity options for diversification. Clients are not restricted from investing in specific securities based on personal values. Optimize Advisors charges a fee based on total assets under management, with rates negotiable and detailed in the advisory agreement. The firm also offers performance-based fees for qualified clients, with fees withdrawn directly from client accounts. Optimize Advisors does not participate in wrap fee programs and has assets under management totaling $581,110 as of December 2023. Clients receive quarterly reports on their accounts, and the firm provides both discretionary and non-discretionary investment advisory services.