About us
The Investment Partner you can trust since 2008
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.
Assets Under Management by year
In 2025, Optimize experienced strong growth in assets under management (AUM), reflecting the increasing popularity of the Portugal Golden Opportunities Fund, particularly among American investors.
Values in millions of euros
2008–2025: Data as of December 31 of each year.
Awards
Over the last few years, Optimize funds have been awarded by several well-known national and international organizations.
2025: The Portugal Golden Opportunities Fund received an award at the Euronext Lisbon Awards.
2016: Optimize Europa Valor received the Morningstar 2016 Award for the Best Portuguese European Equities Fund.
2017: Optimize Europa Valor received again the Morningstar 2017 Award for the Best Portuguese European Equities Fund.
2018: Optimize Investimento Activo received the Morningstar 2018 Award for the Best Portuguese Multi-Asset Euro Equities Fund.
2020: Optimize Investimento Activo received the Morningstar 2020 Award for the Best Mixed Portuguese Euro Fund. Optimize Obrigações also received the Morningstar 2020 Award for the Best Portuguese Fixed Income Fund.
2021: Optimize Investimento Activo received the Morningstar 2021 Award for the Best Multi-Asset Euro Equities Fund.
2018: Optimize Obrigações received the Consistent Fund Distinction by FundsPeople.
2020: Optimize Obrigações received the Consistent Fund Distinction by FundsPeople.
2025: Optimize PPR Ativo received a Distinction by FundsPeople.
2019: Optimize Retirement Plans received the prestigious award from Rankia Portugal, in the category of Best Portuguese Retirement Plans.
2017: Optimize Investimento Activo received the 2017 APFIPP – Jornal de Negócios Award in the Best Flexible Fund category.
2018: Optimize Europa Valor received the 2018 APFIPP – Jornal de Negócios Award in the Best Flexible Fund category.
2022: Global Flexible Fund received the Jornal de Negócios / APFIPP Award for Best Flexible Fund. Optimize PPR Ativo and Optimize PPR Moderado received the Award for Best Retirement Fund in their respective risk classes (Risk 4 and Risk 3)
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.