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What We Believe

Everything we do is aligned to creating value for Advisors - so you can decide how best to create success for your Clients.  Our Mission:

We help Advisors achieve personal and professional goals by Innovating for Client Success and

Democratizing Access to Family Office investments and service levels

This mission comes from our history; our roots as a Family Office RIA has helped us appreciate that full transparency and deep Client focus creates trust relationships and profitable business growth.

History:

  • During his career as an institutional  Global Wealth Manager, Optimal Capital founder Jay Batcha experienced the constraints and inherent conflicts of traditional firms
  • Jay also recognized the needs and investment preferences of high net worth segments
  • To compete effectively against larger firms Jay knew he needed a differentiated offer AND approach to succeed
  • This set the vision for the Optimal Capital Family Office
    • Pure Fiduciary
      • Client-centric vision
      • Complete transparency
    • Next generation investment portfolios
      • Multi-asset model sought by endowments, foundations, family offices
      • Aligned to fastest growth trends in the industry – moving beyond the 1950’s Post Modern Portfolio Theory
    • Sophisticated stewardship platform
      • Efficient systems that eliminate emotional reactions
      • Fully integrated for wealth, tax, and legal considerations
  • Optimal Capital Family Office executed this successfully for 10 years
  • Optimal recognized the changing industry landscape that threatens traditional Financial Advisor business methods
  • Optimal developed a success model in response:  Optimal Advisor Solutions (OAS)
  • OAS combines process expertise with a technology platform that is pure fiduciary to help Advisors optimize their business to:
    • Increase their personal time
    • Grow their business
    • Access Endowment-type investments

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  • 12935 SW Bayshore Drive Suite 305 , Traverse City, Michigan 49684 United States
  • Phone: 231-933-4677
  • Email: tommylee@optimalcapital.com

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