Optivest Inc., a regional multifamily office that represents almost 60 affluent families, is partnering with SageView Advisory Group, an institutional pension advisor, Optivest announced Wednesday.
Optivest is located in Dana Point, Calif., and provides in-house investment, tax and estate planning, lifestyle services and comprehensive wealth management strategies.
With SageView, which has more than $19 billion in assets under advisement, Optivest's clients will now have access to the firm's institutional risk analyses, proprietary analytics and research processes.
SageView specializes in in-depth advisory services for retirement plans, executive benefits plans, defined-benefit pension plans, wealth management and actuarial planning.
SageView investment models deploy capital over six risk portfolios for growth and income across 26 asset classes. The leadership of the two firms will expand Optivest's investment and wealth management service to include such things as a formalized investment process, integrated portfolio modeling relating to client risk-return requirements, portfolio risk management, and access to some restricted funds and institutional class share pricing.