Wealth Management
Looking Forward Toward Your Future…
Optura Advisors, Inc. incorporates financial advisors, CFPs, accountants and CPAs, attorneys, insurance agents, and other specialists and experts to provide a very different approach to wealth management. With our expertise in data science and how that intersects with an institutional investment perspective, we offer wealth management solutions that are typically found in the portfolios of university endowments above and beyond the traditional choices offered elsewhere. Optura Advisors provides a curated market opportunities that will match your passions and interests aligned with your specific objectives.
Redefining Diversification
Embracing Alternative Investments for True Portfolio Resilience
There is a whole other world of investments known as alternative investments. Globalization and the internet have resulted in increased correlation, such that a “diversified” portfolio a generation ago no longer sufficiently provides true diversification.
Diversify and Thrive
Exploring the World of Alternative Investments
Broadly defined, alternative investments are assets other than traditional investments such as stock, cash, and bonds. They differ from traditional investments in complexity, liquidity, regulations, and management. An alternative investment is not correlated with the general stock markets because its rate of return and risk reward equation is driven by very different dynamics.
Elevate Your Portfolio
Optura Advisors Offers Tailored Private Market Opportunities
Alternative investments are worthwhile to explore if you are an accredited investor, and you are looking to diversify your portfolio beyond traditional investments. Optura Advisors provides curated private market opportunities that will match your passion and interest and your specific objectives.