Tag Archives: Optivest Foundation

Optivest Finalist for Corporate Philanthropy Award

August 2016: Optivest Wealth Management has been nominated and chosen as a 2016 finalist for the Invest in Others Charitable Foundation’s Corporate Philanthropy Award for its company-wide generous giving initiatives. Optivest advisors and employees are proud that the firm continuously donates 10% of gross revenue to philanthropic organizations worldwide through the Optivest Foundation.

“Invest in Others amplifies the charitable work of financial advisors, employees, and their firms by sharing their stories and awarding funding to the non-profits they care so much about.” Click here to learn more about the Invest in Others Charitable Foundation.

 

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First Quarter 2016 Economic Forecast

Optivest Economic Update

Financial Markets Review by Mark:

2015 Economic Review –
World markets have been caught between two strong forces: 1. the Federal Reserve’s desire to increase interest rates as a result of an improving U.S. job market, and 2. weakening economies in the rest of the world as a result of China’s deceleration, bringing commodity prices to multi-year lows. The result produced a volatile tug-of-war causing U.S. markets to deliver the worst year since 2008 after dealing with a soaring U.S. Dollar, sinking junk bonds, low yields and crashing oil prices.

Outside of the F.A.N.G.s (Facebook, Amazon, Netflix, and Google), U.S. stocks struggled all year, commodities and emerging markets dropped in sync, liquid alternatives faltered (average hedge fund was down 3%), and old European markets advanced thanks to a devalued Euro and heavy Central Bank stimulus. Interest rates rose, leaving most bond funds with either small gains or losses (including income). 2015 was quite a frustrating year for investors as there were few winners and multiple losing asset classes. Continue reading →

Philanthropy

Optivest Foundation on OCBJ’s Private Foundations List

(As reported in the Orange County Business Journal, September 7, 2015): “…Dana Point-based Optivest Foundation is the only newcomer to the list. It made $604,058 in total contributions last year, with $302,497 of that given to Orange County charities. Optivest is ranked No. 25. It was founded in 2007 and is funded by 10% of the gross revenue of Optivest Inc., Optivest Properties LLC, and Optivest Investment Banking, according to the foundation’s website. It has invested more than $2.3 million in local and international areas since 2007. Continue reading →

Optivest Foundation

The Passionate Heart of a Dana Point Entrepreneur

Family Lesson Inspires Unique Model for Corporate Giving; Changing the Lives and Hearts of Employees and Charities Around the World

Unlike most financial advisors, Mark Van Mourick did not earn his stripes on the back of a client’s portfolio. He lost both parents in a plane crash at the age of 12 and bounced around several foster homes,

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