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BOOK YOUR COMPLIMENTARY

Financial Planning Consultation

Our initial meeting offers you a comprehensive look into our multi-family office service offerings, tailored specifically to your unique financial needs. Take this opportunity to experience the value of working with our dedicated and experienced team of financial experts.

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Why you should invest with Optimize

Family Office Service

Experience the exceptional convenience of a Family Office Service designed specifically for your needs. With Optimize, you’ll gain access to a full suite of in-house specialists, including tax experts who handle your returns, will specialists for fully executed estate planning, and dedicated professionals for mortgage, insurance, and financial planning guidance. These services are seamlessly integrated with institutional level investment management, ensuring every aspect of your financial life is covered. Best of all, these premium offerings come at no additional cost to you, delivering unparalleled value and peace of mind.

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AdobeStock_185581061

Family Office Service

Experience the exceptional convenience of a Family Office Service designed specifically for your needs. With Optimize, you’ll gain access to a full suite of in-house specialists, including tax experts who handle your returns, will specialists for fully executed estate planning, and dedicated professionals for mortgage, insurance, and financial planning guidance. These services are seamlessly integrated with institutional level investment management, ensuring every aspect of your financial life is covered. Best of all, these premium offerings come at no additional cost to you, delivering unparalleled value and peace of mind.

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Streamlined Fee Structure

Say goodbye to hidden fees. We believe in keeping your financial journey as simple and cost-effective as possible with our streamlined fee structure designed entirely around your needs. With Optimize, there are no account minimums, meaning you can start investing at a level that works for you. Even better, you won’t face any annual administration or registration fees, transaction costs on Optimize Funds, or account-level custody fees. Every dollar you invest is dedicated to growing your wealth, free from unnecessary charges or hidden costs—giving you complete transparency and peace of mind that your finances are in the best hands.

Premium Institutional Returns

Our performance speaks for itself. Since our inception, we have consistently delivered top-quartile returns while maintaining a steadfast focus on growth and principal protection. This dual emphasis has allowed us to provide exceptional results while reducing volatility and offering robust downside protection. Even our most conservative option, our Income Portfolio, exemplifies this success, achieving an impressive 9% return since inception and 16% year-to-date. With Optimize, your investments benefit from the same disciplined, institutional-grade strategies that prioritize your financial growth and security.

AdobeStock_869341011
AdobeStock_869341011

Premium Institutional Returns

Our performance speaks for itself. Since our inception, we have consistently delivered top-quartile returns while maintaining a steadfast focus on growth and principal protection. This dual emphasis has allowed us to provide exceptional results while reducing volatility and offering robust downside protection. Even our most conservative option, our Income Portfolio, exemplifies this success, achieving an impressive 9% return since inception and 16% year-to-date. With Optimize, your investments benefit from the same disciplined, institutional-grade strategies that prioritize your financial growth and security.

logo-opt
BOOK YOUR COMPLIMENTARY

Financial Planning Consultation

Our initial meeting offers you a comprehensive look into our multi-family office service offerings, tailored specifically to your unique financial needs. Take this opportunity to experience the value of working with our dedicated and experienced team of financial experts.

%

Annual Growth
in Asset

%

Annual Growth
in Employees

%

Annual Growth
in Clients

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