Opto Investments offers curated investments across private credit, private equity, real estate, venture capital, and other asset classes. The company provides customized investment solutions for fiduciaries, utilizing intelligent workflows and design to simplify the private markets investment process.

Opto Investments

Opto Investments (“Opto”) is a technology firm changing the way fiduciaries experience private markets.

Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale. Intelligent workflows and elegant design simplify the private markets investment process, minimizing paperwork, saving time, and creating better client experiences.

We built Opto as a fiduciary and with a fee structure that aligns us with our clients. We do not receive compensation from fund managers and frequently invest our own capital in the deals we choose for our platform.

Founded by Joe Lonsdale, backed by 8VC, Fin Capital, and Michael Dell’s DFO Management, Opto is able to access truly differentiated opportunities across private credit, private equity, real estate, venture capital, and more. We guide fiduciaries through every step of the investment process, with holistic portfolio construction tools and hands-on guidance based on their needs.

Opto is your long-term partner for building smarter private markets portfolios


Disclaimers for all content live here: https://www.optoinvest.com/disclaimers

Today, we announce our strategic partnership with Mercer Advisors.

Mercer Advisors is a forward-thinking RIA that shares our focus on transparency, trust, and alignment in fulfilling our fiduciary responsibilities to investors.

Read more about the partnership here: https://lnkd.in/eVyAC_i9

#privatemarkets #wealthmanagement #RIA

“Everyone had a job and it was a different job.”

A multi-day adventure race can be exhilarating, or it can be an exhausting trip through the pain cave. How it plays out is heavily dependent upon how well the team works together. Whether you’re responsible for navigation, carrying gear, or simply reminding the team to eat, executing your individual task well is vital to the team's overall success.

Ryan V., our CEO and veteran adventure racer, talks about what his experiences on the race trails taught him about partnership (one of Opto’s core values) and forging the deep bonds of trust that all teams need to succeed.

Interested in bringing your skills to the Opto team? Check out our open roles: https://lnkd.in/eGsdG49m

#hiring #fintech #privatemarkets #adventureracing

Investing in private assets can potentially offer higher returns, but it comes with challenges like reduced liquidity and longer holding periods. As Wayne Yi, CIO at Simon Quick Advisors, LLC, explains, aligning these investments with a client's broader portfolio requires strategic planning and a long-term perspective. 

Learn more about the complexities and rewards of private asset investing: https://lnkd.in/eKUz47s2.

#wealthmanagement #privatemarkets #investing

"With the right diligence and alignment, you can increase your odds of landing in the top quartile." 

Jacob M., our co-founder, joined Skyler Steinke and Mike Schroeder, CFA,
hosts of the Alt Funds Network Podcast, to discuss Opto’s three-angled approach to manager selection and due diligence.

Watch the full conversation: https://lnkd.in/gjNaZ5nk.

#PrivateMarkets #DueDiligence #WealthManagement

Our CEO Ryan V. reflects on the importance of pushing boundaries and striving to be 10X better.

Institutional-quality investment research and due diligence capabilities need to be at the heart of wealth management - and times of market volatility are great tests of these capabilities. Private markets are more opaque and inefficient, which contributes to a much wider range of long-term outcomes, both good and bad, which makes private fund selection even more important and difficult.

Having a trusted specialist partner can be helpful.

We are excited to announce our strategic partnership with Conway Investment Solutions to combine our mutual institutional-quality investment research and due diligence capabilities and leverage Opto's advanced tech rails to help fiduciaries, like Andersen, build bespoke private markets funds.

https://lnkd.in/gq6c6ZTQ

#privatemarkets #alternativeinvestments #wealthmanagement

“This is very much a work in progress.”

Fee structures, liquidity, and even technology are different in private markets, and can be challenging for advisors who are explaining them to clients for the first time. Hightower Advisors’ Robert Picard discusses how to meet those challenges head on, and his hope that someday investing in private markets will be as simple as executing a stock trade on your smart phone.

Watch the full conversation here: https://lnkd.in/enBCnVsH

#wealthmanagement #alternativeinvestments #privatemarkets

"What we're seeing now is managers that have had committed funds but haven't drawn on those funds really start to pull that capital down."

The coming months promise to be an interesting period for private markets as rates may start to fall, with many managers sensing more fertile ground for deploying capital, according to our head of investment management, Matthew Malone, CFA.

At Opto, we continually monitor fund investment dynamics for our clients as we partner with them to build customized private markets investment vehicles.

Learn more about our custom funds offering: https://lnkd.in/eCWs8ccr

#privatemarkets #wealthmanagement #customfunds

“We know that just about everything and anything can go wrong, and we plan on it.”

To win the race you need to ride your bike around the mountain, but your bike just broke. You lost your footing on a glacier. Now what? Our CEO Ryan V. talks about what two decades of adventure racing has taught him about planning for and managing chaos on the trail and in business.

For more adventure-based lessons learned, read Ryan’s story: https://lnkd.in/eT2dxsnV

#leadership

From digital infrastructure to public utilities, private infrastructure funds provide some of the money needed to build and support essential services that are in constant demand regardless of economic conditions.

Our latest paper explains more about how this rapidly growing $1.1T asset class may provide income generation and capital appreciation, as well as offer some protection from market shocks and volatility: https://lnkd.in/ehCJ9Utq

#privatemarkets #wealthmanagement #alternativeinvestments

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Opto Investments