Optivest Company

Hagerty, Stewart and Associates and Optivest, two independent financial service firms in Newport Beach, have merged to form the holding company of Hagerty, VanMourick & Logan. Subsidiary operations of the new firm include a corporate and private money management firm called Optivest and a brokerage and investment banking operation called Hagerty, VanMourick & Logan.

Hagerty, Stewart and Associates and Optivest, two independent financial service firms in Newport Beach, have merged to form the holding company of Hagerty, VanMourick & Logan. Subsidiary operations of the new firm include a corporate and private money management firm called Optivest and a brokerage and investment banking operation called Hagerty, VanMourick & Logan.