What We Do
Optimal Capital Advisors provides outsourced investment management, platform, and business development services for financial advisors. We currently sub-advise over $2B as an outsourced CIO, and a portfolio study by a leading global asset management firm ranked our strategies in the top 7% of available portfolios.
Our focused expertise enables you to:
Free Up Your Time
We understand that Advisors want to free up time to better serve clients. Yet growing regulatory burdens, process inefficiencies, and technology challenges rob Advisors of precious time to actually do this. A fulfilling business is compromised by a “busy” one!
We don’t think this is right. We specifically designed our back office, technology, and Advisor support solutions to eliminate such compromise. You can choose which of our services are right for you to free up your time AND improve client opportunities.
Access Family Office Investments
All investors crave better solutions for protecting, growing and sustaining wealth, however these strategies are typically the domain of $100M+ families and $1B+ institutions.
We have a different vision. We have incorporated our family office expertise into a program for broad access by Advisors. Your clients can now invest like the world’s best performing institutions for as little as $50k.
Grow Your Business
Is asset or client growth important to you? We recognize that Advisors seeking to grow their business faster face numerous challenges (lack of prospecting time, anyone?).
We get it. RIA Business Development is in our DNA and Client Success is our priority. We have developed a range of traditional and innovative digital sales and marketing solutions, enabling you to decide which are the right fit for your particular situation.
Pure Fiduciary Stewardship Platform
We live in a Client-empowered world. Digital and mobile technology have created an expectation of transparency. Regulations are accelerating industry trends to fiduciary standards. This transformational change offers great potential for insightful Advisors who are positioned properly to take advantage of the emergent opportunity.
Fee-only since our inception, we understand the power of fiduciary and its ability to grow assets while elevating service levels and protecting your client relationships. Our platform of Transparency – Liquidity – Control (TLC®) combined with technologies that are regulation-ready provides you a disciplined, conflict-free approach. Your fiduciary responsibility is shared with us, providing protection for you and your client.