Option Investments, Inc. is a registered commodities brokerage firm based in Irvine, California, and usually known as OpVest. The company prides itself on introducing new investors to the market as well as educating them to become more effective in their investment dealings. CEO Scott Altenburg worked his way up from a mobile restaurant and grueling jobs as a waiter and broker’s assistant before founding OpVest in 1999 with his wife Jennifer under the initial name of Summit Financial Services, Inc. Two years later, Jennifer left the company to raise their family, and Altenburg brought in Andre Julian as Chief Financial Officer of the company eventually changing the name to OpVest.
Within its first 10 years, OpVest dealt with more than a half million option contracts. Today, it offers full service trading for newcomers to the markets; online trading via NinjaTrader, R | Trader, and Strategy Runner; managed futures; and a wealth management program. The company seeks to educate traders by establishing mentor relationships between the clients and an in-house broker. OpVest also issues publications for clients to study on their own, such as the books House Odds: Option Secrets the Pros Don’t Want You to Know and An Insider’s Guide to Futures & Options by Altenburg and Julian, both available from Amazon as Kindle eBooks. Customers also may read articles about trading basics and trading strategies on the firm’s website at www.OpVest.com.
Founder, principal, CEO, and associated person Scott Altenburg has more than 17 years of experience dealing with commodities, including asset allocation, market analysis, risk management, compliance, and system development. OpVest CFO Andre Julian studied social ecology at the University of California, Irvine. Julian keeps interested readers informed about everything from oil futures and gold prices to the potential effects of world crises on commodities through his regular tweets on Twitter. In 2009, Orange County Business Journal honored OpVest with inclusion on its Fast-Growing Private Companies list.
As one of Southern California’s well-respected brokerage firms, Option Investment, Inc. (OpVest) specializes in grooming and educating its clients. Instead of simply pushing them to follow practices they do not understand, OpVest teaches clients the same market expertise industry professionals utilize in their own trading. The firm conducts its operations through offices in Irvine, California, and through its website at www.opvest.com.
OpVest divides its services into four categories. The first is the Full Service category, which is appropriate for new traders or those who wish to profit from a little more direct mentorship. Full Service clients are taught to work from a greater understanding of trading in general, and of the markets that interest them in particular. These clients are partnered directly with one of OpVest’s option specialists and receive extensive, individual attention.
More experienced individuals can sign up for one of OpVest’s Online Trading packages. These packages are designed for seasoned traders who want a venue that will provide them with an efficient, convenient, and hands-on experience. OpVest offers a variety of online trading platforms. For instance, Strategy Runner is especially appropriate for system traders with a “sell it and forget it” mentality. Other clients might choose Ninja Trader instead, which provides traders and brokers with an entire suite of powerful tools, including advanced charting, custom scripting, and algorithmic trading.
Through its Managed Futures services, OpVest supports its clients in expanding out into commodity markets while diversifying their portfolios. Managed futures are largely dissociated from other asset classes, and allow clients to profit from all different kinds of markets. OpVest begins by exploring with each client the possibilities and risks of managed futures, so they can decide if it is a practice that will work for them, and then trains clients who choose it in how to move toward success.
OpVest’s final category of services is Wealth Management. Focusing on deep value investing strategies, OpVest provides wealth management for a wide variety of clients from around the world, including institutions, families, and individuals.