Opto Investments Expands Offerings To Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors


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Opto Investments, the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables the creation of white-label fund strategies encompassing private credit, equity, real estate, venture capital, and infrastructure.

Informed by Opto’s private markets acumen and understanding of the advisory landscape, this new offering enables RIAs to efficiently create, execute, and manage custom fund strategies to address the unique needs of their high-net-worth and ultra-high-net-worth clients. Opto’s solution extends beyond access, with a comprehensive due diligence process that provides advisors with a carefully curated selection of private markets opportunities, supported by extensive research and analysis. This enables advisors to craft bespoke strategies that closely align with their clients’ goals and risk preferences. Further, the flexibility of the multi-manager approach equips advisors to offer diversified exposure, potentially enhancing risk management and optimizing returns.

“The rollout of Opto’s custom fund capabilities reflects our commitment to supporting advisors and giving them personalized solutions to navigate private markets effectively,” said Ryan VanGorder, chief executive officer at Opto. “We’re focused on helping advisors to not just compete but to stand out, providing them with avenues to offer unparalleled value to their clients. This new approach is set to elevate the private markets investment experience for advisors and clients alike.”

Opto offers advisors a comprehensive solution that addresses administrative challenges and provides essential support within private markets. By streamlining tasks like managing capital calls and tax documentation, Opto enables advisors to focus more on core responsibilities and nurturing client relationships. Further, Opto provides educational resources that help advisors elevate their private markets knowledge and arm them with materials to support better conversations with clients. Supported by Opto’s dedicated expert team, advisors can confidently navigate the complexities of the private markets landscape and nimbly serve their clients’ needs.

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ShoreHaven Wealth Partners, an independent wealth management firm working with a select group of affluent multigenerational families and high-net-worth individuals, has adopted Opto’s custom funds offering to expand its clients’ private markets exposure.

Michael Durso, CFA, co-founder, and chief investment officer of ShoreHaven, remarked, “With this new offering, Opto is streamlining the process of creating and managing custom private markets funds that offer the potential for diversification and attractive returns. Their access, relationships, and institutional knowledge—as well as efficient, user-friendly technology—offer tangible benefits to our firm and clients. What’s more is, the fact that Opto is investing alongside my clients with its own capital demonstrates an alignment of interests that is rare to see in this arena.”

TalkFintech Bureau
TalkFintech Bureauhttps://talkfintech.com
TalkFintech is focused on the latest financial sector technologies and tools- covering all tech used by banks, investors, insurance, and wealth management sectors- and also conversations on retail financial management tools.


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