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Brian C
CFA®, Series 63
American Fork, UT
Optimal Investment Performance, LLC
Brian Clegg is a CFA charterholder and Series 63 licensee with two years of experience as a financial advisor at Optimal Investment Performance, LLC. He also serves as a Biopharma Relationship Manager at Avantor, a role unrelated to investment advising. Optimal Investment Performance provides project-based investment consulting primarily to individuals, including high-net-worth clients, as well as groups, institutions, non-profits, and trusts. The firm focuses on written investment plans, implementation support, portfolio reviews, and ad-hoc consultations, emphasizing low-cost, tax-efficient, passive strategies tailored to each client's situation without discretionary management or custody of assets.
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