Our Firm & Process
Our Firm & Process
OUR FIRM
Our firm name "Optura" comes from the Latin root words "Optimo Futura" = Optimizing the Future.
We are a comprehensive financial planning and investment management firm that provides additional capabilities with experts and outsourced solutions in different areas such as investment management, tax planning, cash management, educational planning, estate planning, etc. - similar to a family office without the high minimums.
Together our team members have backgrounds ranging from banking, institutional investing, and alternative investments to statistical analysis, and financial technology. Our experts have held seats on institutional investment committees and have deep expertise in quantitative methods and statistics unlike traditional advisors.
Our planning process and investment management is evidence-based, bringing together elements of data science, fintech, and institutional strategies. Our principals have worked in tech and finance companies including Ernst and Young, i2 Technologies, Symphony, Oracle, The SAS Institute, Deloitte, and Accenture. We are also entrepreneurs having founded business banking ventures and worked with the SF Bay Area startup community.
We bring our specialized financial acumen and breadth of experience to help you achieve the optimized future that you envision.
OUR FIRM
Our firm name "Optura" comes from the Latin root words "Optimo Futura" = Optimizing the Future.
We are a comprehensive financial planning and investment management firm that provides additional capabilities with experts and outsourced solutions in different areas such as investment management, tax planning, cash management, educational planning, estate planning, etc. - similar to a family office without the high minimums.
Together our team members have backgrounds ranging from banking, institutional investing, and alternative investments to statistical analysis, and financial technology. Our experts have held seats on institutional investment committees and have deep expertise in quantitative methods and statistics unlike traditional advisors.
Our planning process and investment management is evidence-based, bringing together elements of data science, fintech, and institutional strategies. Our principals have worked in tech and finance companies including Ernst and Young, i2 Technologies, Symphony, Oracle, The SAS Institute, Deloitte, and Accenture. We are also entrepreneurs having founded business banking ventures and worked with the SF Bay Area startup community.
We bring our specialized financial acumen and breadth of experience to help you achieve the optimized future that you envision.
OUR PROCESS
Introductory Meeting and Discovery
We start with listening and learning about you to identify your goals, priorities, preferences, and obstacles. We’ll also establish what you can expect from us and if an ongoing partnership is the right fit.
Strategy Sessions And Optimized Future Blueprint™
Often times a conversation with a wealth manager pivots to an asset allocation conversation much too early. An asset allocation is not a strategy nor is it a plan. This part of the process is to define your current state (your point A) so that we can develop roadmaps to your future state and often multiple future states (your point B’s). There are often tradeoffs between different future states. And here we rely on our fintech and analytics expertise as well as partner with your accountants and attorneys to gain a holistic understanding of your financials to chart out an Optimized Future Blueprint™.
Plan Implementation Choices
Powerful people make powerful choices. Once your Optimized Future BlueprintTM has been developed, you decide how much help you would like from us in implementing none, part, or all of the strategy. We empower you with the insights, knowledge, and information on your finances, but we put the power of choice in your hands on your desired engagement level on an ongoing basis.
Ongoing Support And Advice
Life is constantly changing, and your goals will too. When new priorities emerge and lead you towards different decisions, we’ll be here to adapt your Optimized Future Blueprint™ for whatever the future holds.
OUR PROCESS
Introductory Meeting and Discovery
We start with listening and learning about you to identify your goals, priorities, preferences, and obstacles. We’ll also establish what you can expect from us and if an ongoing partnership is the right fit.
Strategy Sessions And Optimized Future Blueprint™
Often times a conversation with a wealth manager pivots to an asset allocation conversation much too early. An asset allocation is not a strategy nor is it a plan. This part of the process is to define your current state (your point A) so that we can develop roadmaps to your future state and often multiple future states (your point B’s). There are often tradeoffs between different future states. And here we rely on our fintech and analytics expertise as well as partner with your accountants and attorneys to gain a holistic understanding of your financials to chart out an Optimized Future Blueprint™.
Plan Implementation Choices
Powerful people make powerful choices. Once your Optimized Future BlueprintTM has been developed, you decide how much help you would like from us in implementing none, part, or all of the strategy. We empower you with the insights, knowledge, and information on your finances, but we put the power of choice in your hands on your desired engagement level on an ongoing basis.
Ongoing Support And Advice
Life is constantly changing, and your goals will too. When new priorities emerge and lead you towards different decisions, we’ll be here to adapt your Optimized Future Blueprint™ for whatever the future holds.
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.
© 2024 OPTURA ADVISORS
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.