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Our vision is to make an impact through financial investments that change lives, for today and for eternity.
We fund strategic opportunities that are holistic, collaborative and Christ honoring.
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Our vision is to make an impact through financial investments that change lives, for today and for eternity.

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About The Optivest Foundation

Since its inception in 2007, the Optivest Foundation has been investing in people, projects and initiatives that make a difference in transforming lives. We fund strategic opportunities that are holistic, collaborative and Christ honoring. This approach enables projects to fully address the needs of communities and individuals and empower sustainable change. The Optivest Foundation specifically gives to Christian ministries, defined as such by their service, outreach and mission. We direct these funds to numerous life changing projects in the name of Christ. Our vision is to make an impact through financial investments that change lives… for today and for eternity. And we do so because we value life, love, hope and stewardship.

We are passionate about our giving and involve our employees and clients whenever possible. Staff members are regularly sponsored by the foundation to participate in projects and trips. Many clients join us on trips as well as contribute toward projects in various corners of the world. Both staff and clients have become partners in transformation through the giving of their time and investments.

The Optivest Foundation was formed in 2007 as an intentional part of reorganizing the 21-year-old firm Optivest companies, the Optivest Foundation is a private foundation under IRS Section 501 (c) (3). Funded by 10% of the gross revenue of Optivest, Inc., Optivest Properties, LLC, and Optivest Investment Banking, the Optivest Foundation has invested over $2.8 million in people, projects and causes in both local and international areas since 2007.

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