About Optimize

Independent and Award-Winning Portuguese Management Company, managing Retirement Savings Plans and Investment Funds since 2008.

Retirement Plans

Investment Funds

Wealth Management

A journey of results shared with you

Steady growth and awards that recognize our work.

Assets under management
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Clients
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Funds
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Awards
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Why Invest with Optimize?

Availability

Access to a dedicated team, always ready to support you and respond to all your questions.

Credibility

Funds managed by a professional team with a recognized track record of awards and distinctions.

Range of Options

Investment solutions designed for different risk profiles, from the most conservative to the most dynamic.

Performance

Funds with consistent results, frequently ranking among the most profitable in the market.

An Award-Winning Team

Over the years, Optimize has been recognized by both national and international institutions.

Track your investments

In Optimize Client Portal you can follow the performance of your investments , change your strategy , manage your positions and much more.

Secure Your Plan B in Europe

Optimize Portugal Golden Opportunities offers a secure path to Portugal’s Golden Visa.

No need to open a bank account in Portugal(1)

(1) Eligible countries include the United States of America, Canada, Australia, New Zealand, Hong Kong, South Africa, Turkey, South Korea, Indonesia, Brazil, Taiwan, Japan, UK, Uruguay, Singapore, Israel, Malaysia, Switzerland and all European Union countries.