A complete list of active advisors currently associated with Optimal Investment Performance, LLC

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

Optimal Investment Performance provides project-based investment consulting primarily to individuals, including high-net-worth clients, while also accepting engagements from groups, institutions, non-profits, and trusts. Services focus on a written investment plan, implementation support, one-time portfolio reviews, and ad-hoc consultations rather than ongoing discretionary management or custody of client assets. The firm’s recommendations emphasize low-cost, tax-efficient, passive strategies together with investor education, simplification, and automation, and are tailored to each client’s financial situation, time horizon, and risk tolerance. Engagements are billed as one-time fixed fees or hourly consultations and are invoiced after delivery of services, rather than charged as a percentage of assets under management. Distinctive elements relative to many investment-manager peers include the absence of AUM-based billing and no custody or discretionary trading authority, with advice delivered on a project or hourly basis (an uncommon fee model for this category). The brochure also notes that the principal holds the CFA designation with prior hedge fund and equity research experience, maintains a substantial outside industry role, and that the firm will provide analysis of nontraditional investments (e.g., private investments, real estate) on a consultation basis.

To learn more about the advisors currently working at Optimal Investment Performance, 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.