Firm
Firm
Unlocking Potential
Optura Advisors Blends Data Science and an Institutional Perspective for Your Success
Our firm name "Optura" comes from the Latin root words "Optimo Futura" = means 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.
Unlocking Potential
Optura Advisors Blends Data Science and an Institutional Perspective for Your Success
Our firm name "Optura" comes from the Latin root words "Optimo Futura" = means 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.
Practice Areas
Multi-Family Office
Alternative Investments
Tactical and Strategic Tax Planning
Evidence-Based Financial Planning
Quant-Based Investment Management
Retirement Planning
Charitable and Estate Planning
Asset Protection
Tax-Free Wealth Accumulation
Real Estate Tax Strategy
Finance Hacking
College Funding and Planning
Practice Areas
Multi-Family Office
Alternative Investments
Tactical and Strategic Tax Planning
Evidence-Based Financial Planning
Quant-Based Investment Management
Retirement Planning
Charitable and Estate Planning
Asset Protection
Tax-Free Wealth Accumulation
Real Estate Tax Strategy
Finance Hacking
College Funding and Planning
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.