Our in-house investment team have built a range of intelligent portfolios and can adjust them to your risk appetite and style. Like the idea of investing with a socially responsible focus? You can do just that with optimainvest.org.
It's easy to open an account or transfer investments tooptimainvest.org. Log in from any device and start with as little as $50 or $500 depending on the investment package. We charge no exit fees, speak plain English, and give you the flexibility to change your investment style altogether
At , we’ll keep you up to date on what exactly you’re invested in and how your investments are performing. But that’s not all. Our customer support will be on-hand to answer any questions you have.
Our purpose is to help more and more people experience financial well-being. Together with our clients, we’re contributing to a more equitable and resilient world – today and for generations to come.
We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you.
Your money is invested using a number of funds. Funds contain a collection of investments and are a convenient and cost-effective way to invest. Some of these funds contain shares, but they may also contain other good stuff, like bonds, property and commodities (such as precious metals, energy and agriculture). This is known as diversification and is a way to spread out your risk. The mix of funds will change over time and depends on your attitude toward risk, as well as how financial markets are doing. Always bear in mind, the value of your investments can go down as well as up. With investing your capital is at risk