Welcome to Optimvest LLC!
Financial success is a journey, a process of meticulous and diligent work. It requires focus and discipline, flexibility and knowledge to keep up with changes in the financial world and to provide optimal solutions to our clients in all areas we engage in.
Using strict risk management guidelines and prudent in-house market research, we have been able to steer clear of the recent turbulence in financial markets. Our own expertise allows us to evaluate information without bias, to stay ahead of the curve and be able to quickly respond to changes in order to best serve and protect our clients' interest.
Through a network of first-class financial professionals, we pride ourselves in our ability to offer outstanding services in virtually every area of finance. For a full spectrum of all offered and recommended services, please click here.
Biography
Stefan Forker, MS, MSBA(Finance)
Founder and President of Optimvest. Please click here for info.
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News Area
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Disclaimer:
Optimvest LLC, a California Limited Liability Company, is listed with the State of California as a Registered Investment Advisor. When the number of clients in a state exceeds five clients, Optimvest LLC will also register for service of process in that state. Optimvest LLC delivers individualized responses to a person in a particular state only after complying with that state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Optimvest LLC does not make investment recommendations until a comprehensive review of each client's situation has been completed. This typically includes an assessment of goals and objectives, risk tolerance, knowledge of investments, and the amount of time until retirement. There are no performance guarantees expressed or implied and past performance of a security does not guarantee similar success in the future.