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.
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