Corporate Profile for Optivest Inc., dated Dec. 6, 2002.Business Editors --(BUSINESS WIRE) The following Corporate Profile is available for inclusion in your files. News releases for this client are distributed by Business Wire and also become part of the leading databases and online services, including all of the leading Internet-based services.
Published Date: Dec. 6, 2002
Company Name: Optivest Inc.
Address: 30131 Town Center Dr. Ste. 145
Laguna Niguel, Calif. 92677
Main Telephone
Number: 949/363-8686
Internet Home
Page Address
(URL) www.optivestinc.com
Chief Executive
Officer: Mark Van Mourick
Chief Financial
Officer: Barbara Cox
Investor Relations
Contact: Ray Garza
Business number: 949/218-6771
E-mail address: tiginc@cox.net
Public Relations
Contact: Ray Garza
Business number: 949/218-6771
E-mail address: tiginc@cox.net
Industry: Investments
Company description: Optivest Inc. is a Southern California-based full service investment advisory and financial specialist company with corporate headquarters in Laguna Niguel, Calif. Mark Van Mourick is the president and CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board. of Optivest, a private organization that advises some of the county's wealthiest families and business owners. As a registered investment adviser, Optivest provides financial and investment counseling on a wide range of financial instruments including: stock and bond management, income and development real estate, private business and venture capital, trust deeds A legal document that evidences an agreement of a borrower to transfer legal title to real property to an impartial third party, a trustee, for the benefit of a lender, as security for the borrower's debt. and collectibles. Additional services provided by Optivest include: Financial analysis of entire portfolio and estate, concluding with an in-depth investment plan and asset allocation Asset Allocation The process of dividing a portfolio among major asset categories such as bonds, stocks or cash. The purpose of asset allocation is to reduce risk by diversifying the portfolio. . Portfolio management, including daily monitoring of all positions and communication with specific managers. Quarterly reporting, consolidation of all custodial relationships into one customized report and formal client meeting (informal meetings as needed as needed prn. See prn order. ). Investment recommendations include: -- U.S. and Foreign Stock Markets, including Hedged Management -- Municipal, Corporate and Government Debt Management -- Institutional Quality Real Estate Projects, both Development and Fully Leased Properties -- High Cash flowing Private Business Ownership -- Venture Capital Funds -- First Mortgages (Trust Deeds) Van Mourick graduated with dual majors in international finance and management at the University of Southern California The U.S. News & World Report ranked USC 27th among all universities in the United States in its 2008 ranking of "America's Best Colleges", also designating it as one of the "most selective universities" for admitting 8,634 of the almost 34,000 who applied for freshman admission . Prior to the opening of his own firm in 1987, Van Mourick was the top investment adviser for Smith Barney Smith Barney is a division of Citigroup Global Capital Markets Inc., a global, full-service financial firm, that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world. -- Orange County, Calif. Van Mourick is the father of three, an international world speaker, an avid AVID Cardiology A clinical trial–Antiarrhythmics Versus Implantable Defibrillators that compared the effect of implantable defibrillators vs the best medical therapy–antiarrhythmics for survivors of MI or those with nonsustained ventricular tachycardia mountain climber climb·er n. 1. One that climbs, especially a person who climbs mountains. 2. Sports A device, such as a crampon, used in mountain climbing. 3. A plant that climbs. 4. and a nationally published media columnist. Van Mourick is also the author of one of the leading books in strategic investment and financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against , "Cash Out, Cash In -- How to Provide Sound Investments and Strategic, Financial Planning for the Ultra Rich," (Amazon, 2001) $125, 218 pages. Van Mourick is currently working on his new book, "Investment Strategies for Today's Economy." |
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