Mark van Mourick

Mark Van Mourick has over 4 decades of experience as a Money Manager and Registered Investment Advisor. He established Optivest Wealth Management in 1987, managing the investment portfolios of several of the nation’s wealthiest families through building strategic, diversified portfolios for his clients targeting low volatility and consistent growth. In addition to his expertise in stocks and finance, he is the author of “Cash Out, Cash In – The After Success Investment Guide” and serves on the executive boards of numerous companies, including the public board for National Storage Affiliates Trust. Mark is a graduate of the University of Southern California with dual Bachelor of Arts degrees in International Finance and Business Management.

After growing his firm for 31 successful years, Mark recently retired in 2019 to pursue his philanthropic passions via The Optivest Foundation, which he founded in 2007 alongside his wife. The Optivest Foundation is funded by the Optivest affiliate companies (Optivest Wealth Management, Optivest Investment Banking, Optivest Properties/RightSpace Storage, and Optivest Retirement Strategies) which each donate 10% of gross annual revenue to the Foundation’s mission. Mark’s desire is to bolster and advise Christian non-profits on how to become more efficient, and cultivate partnerships that can help to advance collective initiatives. The Optivest Foundation supports Christian ministries to fully address the needs of communities and individuals and empower sustainable change. Funds are directed to build orphanages and medical clinics, drill fresh water wells, as well as numerous other life-changing projects in the name of Jesus Christ.