Optivise Advisory Services LLC
Optivise Advisory Services LLC is a federally registered investment adviser headquartered in Franklin, Tennessee. The firm offers investment advisory services and resources to independent advisers, private wealth managers, and registered investment advisers (RIAs), and is focused on providing practice management, advanced case design, estate and tax planning, and strategic consulting. Founded in the 2010s (exact year not specified), the firm has 25 employees, with the majority (88%) serving investor roles, reflecting a strong focus on advisory and portfolio management. Optivise serves high net worth individuals and professional wealth managers, leveraging decades of industry experience.
Investment Strategy
Optivise Advisory Services utilizes a multi-dimensional planning process centered around customized portfolio design and advanced case analysis. The firm emphasizes holistic wealth management strategies focused on long-term sustainability, tax and estate planning, and profit maximization for clients. Services include strategic consulting for independent advisers and private wealth managers, with a commitment to best practices and innovation for creating sustainable client solutions. Optivise engages in equity, ETF, and fixed-income holdings with risk management and diversification as core principles.
Top Holdings
Equity Positions (195)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFLO | ISHARES TR | 5.42% | $9.1M | 180,021 | $50.57 | $50.59 | -$10.9M |
Q QQH | NORTHERN LTS FD TR III | 5.39% | $9.1M | 118,743 | $64.71 | $76.32 | +$776.4K |
L LGH | NORTHERN LTS FD TR III | 5.19% | $8.7M | 144,566 | $51.52 | $60.40 | +$675.0K |
C CWB | SPDR SERIES TRUST | 2.69% | $4.5M | 50,067 | $78.53 | $90.50 | +$584.6K |
N NEAR | ISHARES U S ETF TR | 2.46% | $4.1M | 80,610 | $51.28 | $51.28 | +$4.1M |