Optivest Wealth Management

VergePointe Capital is a private equity firm based in the Portland Metro Area, established in 1989, specializing in real estate investments and buyouts. The firm's investment strategy focuses on long-term value and growth in a diverse set of asset classes.

Validus Capital, headquartered in El Segundo, California, is an independent advisory firm founded in 2004 that provides wealth management and tailored private fund solutions for ultra-high-net-worth families and entrepreneurs, emphasizing capital preservation and long-term growth through diversified strategies.

Optima Capital Management LLC, founded in 2019 in Arizona by Todd Bendell and Jonathan Elliott, is a privately owned wealth management firm specializing in family office and goals-based financial planning services for high-net-worth clients, emphasizing fiduciary-based investment advisory.

Vested Partners is a multi-family office based in Salem, United States, founded in 2018 by a husband and wife team, focusing on providing comprehensive wealth management and estate planning services. The firm operates within the competitive landscape of family offices, catering to a diverse range of financial needs without a specific emphasis on real estate investments.

Univest Family Office, founded in 1957 and based in Basel, Switzerland, specializes in tailored wealth management solutions with a global investment approach. The owner-managed firm focuses on high-quality, transparent asset management emphasizing disciplined, sustainable investments.

Westlake Venture Partners, a family office founded in 2001 and based in Westlake Village, California, invests in emerging technology companies by combining capital with hands-on business strategies to support growth. It is managed by the original founders of NetZero and focuses on venture and growth-stage investments without external capital management.