A complete list of active advisors currently associated with Opima Capital Management, LLC

Warmer can help you find a great advisor at Opima Capital Management, LLC or one who fits your needs even better.

Opima Capital Management provides portfolio management and financial planning to both individual investors and institutional clients, including employer-sponsored retirement plans. The firm operates under written investment advisory agreements and offers both discretionary and non‑discretionary management consistent with common independent‑advisor practices. Opima combines fundamental, technical, cyclical and economic analysis when developing investment recommendations and may engage sub‑advisors or third‑party managers to implement client strategies. It also offers retirement plan advisory and pension‑consulting services and explicitly acknowledges ERISA fiduciary responsibilities (Section 3(21) or 3(38)) when serving plan sponsors. Noteworthy for a small, recently formed independent adviser, Opima emphasizes institutional and pension consulting capabilities that are comparatively uncommon among its peers, and it discloses procedures for monitoring third‑party managers. The firm also notes that its advisers are licensed insurance agents and that commissionable insurance sales and other third‑party arrangements represent potential conflicts that are managed through disclosure and internal policies.

To learn more about the advisors currently working at Opima Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.