A complete list of active advisors currently associated with Optifolio

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

OptiFolio provides portfolio management, investment advisory and financial consulting to individuals (including retirement accounts), as well as trusts, estates, charitable organizations and business clients such as practices, partnerships and non-profits. The firm offers ongoing portfolio management across account types and discrete consulting engagements billed hourly to assess external investments and other financial matters. The firm’s process compares a client’s current allocation to a tailored target model that combines client-specific factors (age, family, income, taxes, risk tolerance) with prevailing business and geopolitical conditions, then searches the market and executes trades to move the portfolio toward that target on a continuous cycle. Investment decisions draw on fundamental, cyclical, technical and charting analysis, aggregate client assets for allocation purposes, and may employ long and short positions, margin and leverage, options (covered and uncovered), warrants and hedging strategies. What is distinctive in the brochure is the documented focus on charitable and corporate/business clients and the advisor’s ongoing corporate consulting activities alongside individual client work, which is relatively uncommon among peers. The brochure also emphasizes use of derivatives, short sales and leverage in managed accounts and the routine aggregation/block execution of client orders for consistent pricing, features less commonly disclosed by independent advisers.

To learn more about the advisors currently working at Optifolio, 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.