I’m currently evaluating the Optimize Golden Opportunities Fund and IMGA Ações Portugal as potential investment options for the Golden Visa program.
Has anyone here reviewed or invested in either of these funds? I would greatly appreciate any insights, practical experiences, or feedback you could share…
I equally decided upon the Optimize fund and just wired funds to them last week. I do not have experience of any results yet, but have had a very professional and easy process in dealing with them thus far.
Yes, I did invest all $500k into Optimize. What I liked about their fund is that it is low risk and more importantly it is completely liquid in case I ever wanted to pull out of the GV program.
Making a similar evaluation, differences exist in these funds but mainly I note one point: Only IMGA exists long enough (since 1995, long before this GV program) such that some GV intenders actually achieved their goal by investing in IMGA. No Optimize investor has yet obtained a GV card, as confirmed to me by email from the firm: “The first clients have already done the biometrics but none have obtained the golden visa yet.”
Interestingly, just minutes I ago emailed IMGA to clarify what I believe NG participants already confirmed, that a history exists of IMGA holders successfully obtaining GV cards.
To be clear, I have no reason to suspect that Optimize or Oxy (I liked Oxy’s diversified approach, but not its cost structure) won’t lead to the same GV outcome. Rather, I’m seeking to minimize at least some unknowns from an overall pursuit that’s absolutely flooded with them.
IMO, the more important metric would be being able to extract the funds after the 5y GV period is over (however one defines the 5y period). Should one wish to divest at that time, of course.
Certainly Optimize/Oxy don’t have the longevity yet. But IMGA does.