About

Optimized Investments LLC was created in 2024 by me, Trevor Begeman. The inspiration to form Optimized Investments LLC as an independent registered investment advisor (RIA) first started in 2015 when I was charged over 10% commissions by my family’s financial advisor for a purchase of stock. I was discouraged from pursuing a career in advising because the high fees and commissions charged to clients felt unethical. After pursuing investment analysis for several years with a Fortune 500 company, I felt like I could help more people by providing affordable advising services. The only way to provide affordable services in an industry plagued by high fees and commissions was to create an independent RIA, thus Optimized Investments LLC was born.

Optimized Investments LLC believes clients interests are best served by an independent, fiduciary investment manager. The company is legally-required to put clients’ interest first. The mission of Optimized Investments LLC is to guide clients on their financial journey while providing excellent communication about investment performance, fees, and risks to optimize your wealth building journey.