Optas, LLC
OPTAS, LLC is a Registered Investment Adviser headquartered in Austin, Texas. Founded in 2019 by industry veterans Fritz Glasser and Meghan Railey, the firm employs around 10 professionals. OPTAS provides wealth management and investment advisory services, primarily serving high net worth individuals, as well as pension plans and charitable organizations. The firm emphasizes a client-centered approach focused on customized financial solutions and dynamic planning rather than generic models.
Investment Strategy
OPTAS, LLC’s investment strategy is built around personalized financial planning and a dynamic asset management philosophy. The firm prioritizes customized portfolio construction adapted to each client’s goals, risk tolerance, and circumstances. OPTAS avoids one-size-fits-all solutions, instead striving for flexibility and responsiveness. The firm’s portfolios typically include a mix of equities, fixed income, and other asset classes tailored for wealth preservation and long-term growth. OPTAS acts as a financial advocate and steward for its clients, regularly reviewing investment plans to ensure alignment with changing needs and market conditions.
Top Holdings
Equity Positions (392)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.03% | $59.1M | 96,457 | $418.24 | $612.38 | +$1.0M |
V VTI | VANGUARD INDEX FDS | 6.35% | $37.4M | 113,995 | $252.05 | $328.17 | +$12.1M |
G GOOGL | ALPHABET INC | 5.09% | $30.0M | 123,265 | $72.28 | $243.10 | +$8.0M |
G GOOG | ALPHABET INC | 4.16% | $24.5M | 100,535 | $76.56 | $243.55 | +$6.6M |
N NVDA | NVIDIA CORPORATION | 4.10% | $24.2M | 129,466 | $33.39 | $186.58 | +$3.9M |