Option Investments, Inc., commonly referred to as OpVest, serves as a
commodities brokerage firm based in Irvine, California, that goes out of
its way to educate its clients so they can invest more effectively on
their own. Founded in 1999 under the name Summit Financial Services,
Inc., OpVest has seen astounding growth in the dozen years since its
establishment. The firm’s revenues of $3.1 million in 2005 blossomed
over 160 percent in 3 years to a total of $8.2 million in 2008. Inc.
magazine honored OpVest in 2009 by listing the company among its
500/5000 Top Financial Companies. OpVest now has more than 60 employees.
Among the firm’s services, OpVest offers full service trading for
beginners who appreciate a brokerage account steered by folks with solid
expertise. An in-house options specialist at OpVest takes on the role
of the client’s mentor and trading coach. Investors who desire a more
active role can do online trading with OpVest through R Trader,
NinjaTrader, or Strategy Runner, using a subscription strategy or one
they devise for themselves. OpVest also provides managed futures, and
can assess commodity-trading advisors (CTAs) on behalf of its clients.
Customers also have the choice of using the services of OpVest Wealth
Management LLC (OWM), a registered investment advisor based in Orange
County that buys securities trading at significant discounts to minimize
risk. OWM investment managers base their deep value investment
strategies on the writings and performance records of financial wizards
like Warren Buffett, Wilbur Ross, Bruce Berkowitz, and Benjamin Graham.
OpVest qualified as an Introducing Broker with the U.S. Commodity
Futures Trading Commission and joined the National Futures Association
in 2003. Investors who appreciate a community-conscious activist broker
should find OpVest’s charitable activities pleasing. The company has
donated to national nonprofits such as The American Legion and Special
Olympics. OpVest also contributes to the Irvine Police Department,
Project Access, Children’s Hospital of Orange County, and the Village of
Hope at the Tustin Marine Base.