Optcapital

WHO WE ARE
- OUR MISSION
  
  An overview of the firm, our mission and our services.
- LEADERSHIP
  
  RICK EHRHART
  President & CEO
  
  MARY CAMERON
  Managing Director – Client Services
  
  CAN CIVI
  Chief Financial Officer
  
  LEIF LUNDBERG
  Managing Director – Law Firm Markets
  
  STEVEN WHITE
  Chief Information Officer
  
  CLAIRE JOSEPH
  Managing Director - Administration
  
  Our management team is experienced, long-tenured and experts in law, accounting, technology and client service.
- VALUES
  
  These principles guide us in everything we do.
- PEOPLE
  
  We invest in believers who are service-minded and people-oriented, and who thrive on team success.
- INNOVATION
  
  TRACK RECORD
  We have a knack for building the "better mousetrap."
  
  TIMELINE OF KEY EVENTS
  Every law change creates an opportunity.
  
  Our design innovations begin with the question "Why not?"
  
  Our innovations in plan administration are rooted in a penchant for efficiency and an affinity for technology.
- CLIENTS
  
  Currently we administer more than $2.5 billion of pre-tax, tax-deferred capital for clients in fourteen states.
We enable law firms, hedge fund managers, and their partners, to accumulate greater capital, borrow more easily at lower cost, and retain their key people.

We also enable institutional investors in hedge funds to increase returns by capturing Alignment Alpha^®.
WHAT WE DO
- DEFERRED & INCENTIVE COMP
  
  POWER OF COMPOUNDING
  If you can avoid the drag of current taxation, and pay later, you will accumulate greater wealth.
  
  BUSINESS USES
  For more than a half century Congress has recognized the important public policies served by allowing employers and service providers to defer the payment, and taxation, of compensation.
  
  TREASURY CONSIDERATIONS
  Treasury wins as well.
  
  TAX RATES
  The higher the tax rate, the greater the deferred comp advantage.
  
  An overview of deferred and incentive compensation.
- OUR WAY
  
  ELEGANT SOLUTIONS
  Elegant solutions achieve the objectives most directly and efficiently.
  
  SERVICE MINDEDNESS
  We take pride and satisfaction in doing what it takes to surpass our clients’ high expectations.
  
  OPTLINK^®
  Clients have online accounts that allow them to invest and withdraw funds.
  
  SSAE No. 16
  Since 2004, regular audits by our outside auditor have helped us improve processes and controls.
  
  We not only think of new and better ways, but turn the ideas into realities that provide clients with highly rewarding experiences.
- LAW FIRMS
  
  CASE STUDIES
  Real examples where we increased capital, reduced borrowing costs, freed a firm from lender dependency, improved lawyer retention and longevity, and generated greater wealth for the partners.
  
  CLIENT FEEDBACK
  Nothing gratifies us as much as happy clients.
  
  CAR^® TRUST
  Provides unprecedented capital accumulation, liquidity and key lawyer retention.
  
  CAPITAL
  Financially savvy firms invest fees pre-tax, tax-deferred to increase their capital base and lower their borrowing costs.
  
  INVESTMENTS
  You can invest in most anything that can be valued.
  
  LIQUIDITY
  Investment flexibility is important, but so is access to cash when you need it.
  
  RETENTION
  When a key lawyer leaves, the firm can lose valuable cases as well.
  
  CALCULATOR
  Model your own results.
  
  Law firms and their partners can now enjoy the same deferred compensation as Fortune 1000 executives have had for decades.
- HEDGE FUNDS
  
  FAR^® FUNDS
  Our FAR^® Fund program solves the industry’s systemic problem of misalignment, and does so in a way that improves the results for investors and managers.
  
  ALIGNMENT ALPHA^®
  By sharing profits on a cumulative, pre-tax basis, investors will increase their returns by 50% to 100% over 10 years, or $50 million to $100 million on every $100 million invested.
  
  MANAGER BENEFITS
  Managers willing to align long term should increase their profitability and sustainability.
  
  ALIGNMENT WEALTH
  An illustration showing how much more wealth managers can accumulate if they align long term.
  
  The industry’s current incentive compensation model fails institutional investors.
- PRIVATE EQUITY
  
  Ideally, investors could invest in an evergreen fund and receive their share of cumulative pre-tax profits for as long as their capital is invested.
We enable law firms, hedge fund managers, and their partners, to accumulate greater capital, borrow more easily at lower cost, and retain their key people.

We also enable institutional investors in hedge funds to increase returns by capturing Alignment Alpha^®.
OUR NEWS
- OUR THINKING
  
  Explore our articles and white papers.
- REGULATORY
  
  Changes in law affecting deferred and incentive comp.
- ACTIVITIES & HONORS
  
  A sampling of what we are up to.
- PERSONNEL
  
  Go here for latest news on changes to our team.
Updates on law changes, our work with Congress, Treasury and DOL, and personnel news.
CONTACT US
CALCULATOR

Deferred and incentive compensation

$2.5 billion under administration

Hedge funds

Law firms

Optcapital Is Sponsor at Southern Trial Lawyers Association (STLA) Convention in New Orleans and Virginia Trial Lawyers Convention (VTLA) in Williamsburg

TRIAL LAWYERS: READ "10 MYTHS OF
DEFERRING CONTINGENT FEES"

Law firms are learning that it is easy to invest pre-tax, tax-deferred in the investments of their choosing, increase their capital, improve their liquidity and use deferred compensation to retain their key associates.

ALIGNING
HEDGE FUND MANAGERS

Institutional investors are seeking what Comp Committees of public companies have been doing for decades: aligning management with investors’ interests in long term wealth creation.

TAX RATES RISE

Investing pre-tax, tax-deferred is now even more attractive. Tax rates are higher not only on ordinary income, but investment income as well.

RETAINING YOUR
BEST AND BRIGHTEST

Deferred compensation is a powerful way to keep your key lawyers, portfolio managers and traders.

Get an overview of the firm.
Meet our leadership.
Learn about our people, values
and innovative spirit.

Explore

OUR MISSION

LEADERSHIP

OUR CLIENTS

OUR PEOPLE & SERVICE

We work at maintaining a team of believers who are service-minded and people-oriented.

OUR INNOVATION

Inventing new and better deferred and incentive compensation requires not only the wisdom that comes with experience, but the willingness to ask "Why Not?"

OUR VALUES

Learn about our commitment to teamwork, alignment and continuous improvement.

Learn how Optcapital helps law firms,
hedge funds and institutional investors
accumulate greater capital, borrow more easily
at lower cost, and retain their key people.

Explore

DEFERRED & INCENTIVE COMP

OPTLINK^®

SSAE NO. 16

OUR WAY

We not only think of new and better ways, but we implement and administer with a robust complement of "high tech" and "high touch."

LAW FIRMS

Read about how our patent pending CaR^® Trust frees trial firms from their dependency on borrowing and partner capital calls.

HEDGE FUNDS &
PRIVATE EQUITY

Learn about how our FAR^® Fund Platform improves the partnership between institutional investors and managers of hedge funds and private equity funds.

Explore this section for the latest on
our thinking and activities, and
regulatory developments.

Read about our GAIM Rising Star Award and
team member news:

HONORS

PERSONNEL

OUR THINKING

Read our articles and white papers.

EVENTS

Take a peek at upcoming events.

LAWS & REGULATIONS

Go here for news on changes in laws and regulations, and our work with Congress, Treasury, SEC and DOL to improve law governing deferred and incentive comp.