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 and investment advisory services to a small client base that includes individuals, trusts and estates, charitable organizations, and businesses, and also offers consulting on certain external investments. The firm manages client assets on an advisory basis and prepares periodic reports tied to clients’ aggregate assets under management. The firm follows a structured, dynamic asset-allocation process that compares each client’s current allocation to a tailored target allocation based on client-specific factors (age, family, income, risk tolerance) and broader business and geopolitical conditions. It aggregates clients’ assets across account types for allocation purposes, applies tax-aware placement among account types, and uses a range of instruments — including derivatives (options and warrants), structured products, margin, short sales and hedging strategies — to implement the model. What is noteworthy relative to peers is the firm’s combination of services and client types: it works with charitable and corporate/business clients (both less common among similar independent advisers) and engages in other financial-product sales and consulting. The firm’s small scale (under 20 clients per the brochure) and a principal with an engineering and business-education background are reflected in an analytical, process-driven approach to portfolio construction and risk management.

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.