Our investment strategies are always designed to serve our clients’ distinct financial goals. We do not subscribe to a “one size fits all” philosophy; instead, we are constantly assessing which portfolios will be appropriate for each client’s unique circumstances and needs.
Gain from the Optimum Investment Strategy
As experienced financial market professionals, we know the right questions to ask in order to arrive at a process that is most likely to reach your stated objectives. Optivest is perpetually evaluating macro-economic factors such as inflation, interest rates, U.S. and foreign stock markets, broad commodity prices as well as real estate to make the most effective and informed decisions for your portfolio.
Optivest actively invests with highly experienced managers and operators of hotels, assisted living centers, medical office buildings, public storage facilities, retail, office, apartments, and critical business infrastructures – all structured through private REITs or private Reg-D offerings.
These investments are made through highly experienced acquisition and management professionals, geographically diversified across the country.