Our Story

Optimal was founded in pursuit of elevating industry standards of care by always acting in the interest of our clients. As a boutique firm, we deliver innovative solutions that democratize the capabilities of the most successful institutional investors and preeminent family offices.

Our Philosophy

A cohesive team of elite professionals enables you to make smart decisions about managing your wealth. Intimate client-centered discovery drives a recognition that each families’ needs are unique. Through scenario planning and systematic processes, we strive to address failures, recognize opportunities and continuously evolve.

Our Process

Our investment consulting focuses on risk management and avoiding meaningful drawdowns. With an expertise in precisely integrating alternatives into traditional core portfolios, our open portfolio architecture provides a dynamic platform dedicated to help you achieve your Optimal Financial World.

It's time for a change on Wall Street.

Its products and services are anchored by conflicts of interest that serve the investment banks and their shareholders.

Optimal Capital Serves You

Clear
Custom
Comprehensive

A boutique family office experience
dedicated to help you achieve your goals

Learn more

Investing with a little TLC

 

 

We work with Advisors who want to grow their business and provide unique wealth management solutions to their clients


Optimal Open Architect

 

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Give Your Wealth an Ivy League Education

 

Individual
Investors

Source: American Association of Individual Investors, January 2017
**For illustrative purposes only, not representative of actual portfolios**

Ivy League Endowments
& Family Offices

Source: UBS/ Campden Wealth Global Family Office Report 2016
**For illustrative purposes only, not representative of actual portfolios**

Optimal provides exclusive access to institutional-quality,
direct private investments.

Our current direct investments include:

 

Talent acquisition & recruiter SaaS

Crypto-currency, blockchain & digital asset platform

Silicon-carbide manufacturing, substrate for EV, microchips & IoT applications

Distressed debt & real estate development

Healthcare staffing & services

Access PE

Our Team

Erin
Director, Client Services

Erin is dedicated to managing the Optimal Investment Office services. She brings 14 years experience in service of...

Jay
Founder and Chief Investment Officer

Jay is a 30 year veteran of the investment industry. He specializes in producing superior risk adjusted returns through...

Frances headshot
Director, Portfolio Strategy

Frances brings 11 years of technical market analysis and trading experience to her role as Director of Portfolio...

Rob
General Counsel

Robert’s finance background and depth of legal experience enables him to provide seasoned guidance to Optimal Capital...