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