About us
The Investment Partner you can trust since 2008
Our history
The first Optimize Retirement Plans are launched:
– Optimize Capital Reforma PPR Equilibrado;
– Optimize Capital Reforma PPR Activo.
The first Optimize flexible Investment Fund is launched:
– Optimize Investimento Activo (atualmente denominado “Global Flexible Fund”).
Optimize Capital Reforma PPR Moderado is launched.
The flexible Investment Funds are launched:
– Optimize Europa Valor;
– Optimize Europa Obrigações.
Optimize Pension Plans are launched in partnership with Real Vida Pensões.
“Optimize Selecção” Investment Funds are launched in partnership with DECO Proteste Investe.
Optimize and DIF Broker sign a deal to distribute Optimize Investment Funds and Retirement Plans.
Optimize Capital Reforma PPR Agressivo is launched.
Optimize and Banco Best sign a deal to distribute Optimize Investment Funds and Retirement Plans.
Optimize receives authorization to sell its three investment funds in Spain.
Account opening through Chave Móvel Digital feature launched.
Constitution of the Optimize SICAV in Luxembourg.
In December 2020 Optimize launches its first fund in Luxembourg in partnership with Euroconsumers – Optimize Invest Selection.
Optimize launches the new Client Portal.
Creation of the Optimize Disruption Fund.
Optimize and the Lisbon Family Office sign a partnership that resulted in the creation of the Optimize LFO PPR Leopardo and Optimize LFO Rise US funds.
Cross-border merger of the Investimento Activo, Europa Valor and Optimize Obrigações funds to Optimize IP SICAV in Luxembourg.
Start of distribution of Optimize IP SICAV funds in Spain, Belgium and Luxembourg.
Creation of the Portugal Golden Opportunities Fund, eligible for the Golden Visa program.
Participation in national and international events on financial literacy and the promotion of Optimize’s investment solutions.
Surpassing €500 million in assets under management, establishing Optimize as one of the leading independent management firms in Portugal.
Assets Under Management by year
A journey of results shared with you
Steady growth and awards that recognize our work.
Our Values
Transparency
Transparency is essential for building and maintaining lasting, trustworthy relationships with our clients. Access to a private online space is a key part of our transparency policy.
Independence
It reflects the absence of conflicts of interest in fund management, ensuring high-quality and professional management.
Professionalism
Analysis of each investor’s financial situation with the aim of finding the best investment solutions.
Integrity
As a fiduciary, we protect our clients’ interests and act with impartiality.
Message from the CEO
The future begins today.
Over the past few years, Optimize has grown consistently, guided by a clear objective: to create value for our clients and to contribute to a more informed and financially aware society.
We have surpassed the milestone of €500 million in assets under management, but our focus is not only on the numbers — it is on the trust we have earned and the responsibility that comes with it.
In the coming years, we will intensify our mission to promote financial literacy, offer new investment opportunities, and remain at the forefront of innovation, adapting to a world in constant change.
We want every investor, regardless of experience or wealth, to have access to the tools, knowledge, and solutions that help them achieve their goals.
The path ahead is one of growth, but also of commitment: to transparency, closeness, and excellence.
Together, we will transform the way Portugal and the world invest.
To all those who walk this journey with us — clients, partners, and our team — my deepest thanks for your trust.
It is this trust that inspires us to go further every single day.
Pedro Lino
Optimize’s future is our clients’ future.
We will grow, innovate, and bring financial literacy to everyone, creating investment opportunities that transform lives.