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
- Pure Fiduciary
- 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