Optimum Quantvest Corporation
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About us

Our clients

About us


About us


Our clients

Who we serve

Insurance Companies

The long-term success of an insurance company depends on many things, not the least being a well-designed investment program. For over 30 years we have served insurance clients, designing bespoke investment solutions to meet their unique demands. Optimum Quantvest is wholly-owned by the Optimum Group whose origins stem from the insurance industry. We can cater to benchmark-based investment needs as well as ALM/LDI requirements (pure cashflow matching, key-rate duration and overall duration matching, yield maximization under constraints, capital requirements and actuarial reserve calculations, etc.). The Optimum Group’s portfolio managers developed a flexible proprietary system in order to offer our insurance clients what we believe is an optimal investment solution.

Our clients - Captive Insurance Companies
Our clients - Individuals & High-Net Worth individuals

Individuals & High-Net Worth individuals

Principal protection with an eye towards the future, our approach aims to protect investors from risks not adequately compensated for, while focusing on the long- term.


Our top-down/value-based strategies are designed to provide pensions an essential component of a well-diversified portfolio. For plans focused on long- term investment goals, we believe our long-term approach is a natural fit.

Our clients - Pensions
Our clients - Endowments & Foundations

Endowments & Foundations

For over 30 years we have serviced endowments and foundations concerned with diversification and long-term performance. We take a bottom-up approach, our decidedly top-down strategies can often serve as a nice complement.


The Information presented on our website is for informational and educational purposes only and does not constitute an offer or solicitation for the sale or purchase of any securities. Nothing on our website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risks, including the risk of complete loss. Be sure to consult with a legal, tax or financial professional before implementing any investment strategy. Optimum Quantvest Corporation is an Investment Adviser registered with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

Not all services provided on our website are available in all jurisdictions. Optimum Quantvest is not registered to provide investment services outside of the United States. Users in countries other than the United States may access the website. We make no warranties that the Information is appropriate or available for use in such locations. If it is illegal or prohibited in your country of origin to access or use our website, then you should not do so. Those who choose to access the website outside the United States do so on their own initiative and are responsible for compliance with all local laws and regulations. By accessing Optimum Quantvest Corporation’ website, you agree that all applicable Federal laws and the laws of the State of Texas shall govern your use of this website without giving effect to any principles of conflicts of law that may require application of the laws of another jurisdiction. You expressly agree to submit to the sole and exclusive jurisdiction of the state and federal courts sitting in the City of Dallas and the State of Texas.


Please follow this link to access our Form ADV.

Please click on this link to access of our Form CRS - Customer Relationship Summary.

Optimum Quantvest Corporation and its affiliated investment advisory firms are ultimately owned by our parent company Optimum Financial Group. Optimum Financial Group is a global financial institution with over 600 employees and offices in North America and Europe.

Optimum Quantvest Corporation privacy policy.

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