A complete list of active advisors currently associated with Optas, LLC

Warmer can help you find a great advisor at Optas, LLC or one who fits your needs even better.

Optas, LLC provides financial planning, investment management, retirement plan consulting, tax preparation, and estate‑planning services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and pension and profit‑sharing plans. The firm delivers both discretionary portfolio management and standalone consulting, and also coordinates access to independent managers and privately placed investments such as Qualified Opportunity Zone funds. Optas implements client strategies primarily through asset allocation across mutual funds, ETFs and selected independent managers, tailoring portfolios to each client’s risk tolerance, time horizon and liquidity needs. The firm draws on multiple analytical approaches—fundamental, quantitative, technical and sector analysis—and uses a broad set of strategies that can include fixed income, options, long‑ and short‑term trading, digital asset exposure and investments in private collective vehicles. A distinctive practice disclosed in the brochure is Optas’ use of borrowing (margin) within client accounts for outside liquidity; the firm may, with client authorization and separate agreement, bill on the gross value of margin positions and restrict that billing arrangement to qualifying or accredited investors. Optas also offers a wider range of ancillary services than many peers—tax return preparation, estate‑document drafting support, cost‑segregation and corporate structure analyses—and in some cases acts as trustee or manager of client entities, which has custody implications that lead to surprise independent examinations.

To learn more about the advisors currently working at Optas, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.