Optimize USA
Rooted in Portugal. Built for U.S. Investors.
Optimize USA represents the U.S. presence of Optimize Investment Partners Portugal, an independent Portuguese asset management company established in 2008.
Optimize Portugal
Long-standing track record, recognized by multiple national and international institutions, and offering a broad range of investment solutions.
- Retirement Plans
- Investment Funds
- Wealth Management
Optimize USA
Dedicated local support for U.S. investors, providing access to the Optimize Portugal Golden Opportunities Fund — a solution aligned with Portugal Golden Visa eligibility and focused on investment in Portugal.
A journey of results from Optimize Portugal, shared with you
Steady growth and awards that recognize Optimize Portugal work.
An Award-Winning Team
Over the years, Optimize Portugal has been recognized by both national and international institutions.
- Morningstar
- Euronext
- FundsPeople
- Rankia
- APFIPP
Investment leadership behind the strategy
Led by Experience. Recognized by the Market.
Pedro Lino is the CEO and fund manager at Optimize Investment Partners and the investment lead behind the Portugal Golden Opportunities Fund.
With decades of experience in asset management, Pedro Lino has overseen multiple investment strategies across different market cycles, combining disciplined portfolio construction with a long-term investment approach. He is frequently featured in national and international media as a reference voice on financial markets, regularly appearing in television news and expert commentary.
Why Invest with Optimize Portugal?
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.
Track your investments
In the Optimize Portugal Client Portal, you can track performance, adjust your strategy, and manage your investments.
Secure Your Plan B in Europe
Optimize Portugal Golden Opportunities offers a secure path to Portugal’s Golden Visa.
- Open-ended fund investing in publicly assets
- Daily liquidity, no redemption fee
- No restrictions, no lock-up period, no penalties
- Regulated Asset Management Company
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.