A complete list of active advisors currently associated with Optima Capital Management

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

Optima Capital Management advises individuals and families — including high-net-worth clients — as well as small- and medium-sized businesses on wealth management, financial planning, and portfolio management. The firm also provides retirement plan advisory services for employers, including plan-level fiduciary work and participant education and enrollment support. The firm follows a goals-based, process-driven approach, creating written investment policy statements and managing portfolios on a discretionary basis using institutional managers and custodial resources. Its investment toolkit spans traditional equity and fixed‑income strategies, ETFs (including buffered ETFs), quantitative and fundamental analysis, and it also offers sub‑adviser and third‑party investment strategy services to other platforms. Optima discloses material changes and outside affiliations in its ADV and reports that a firm principal has an ongoing role with an external investment fund, a relationship the firm identifies as an affiliation. The firm also routinely offers client and prospect educational seminars and may subsidize access to a third‑party estate‑planning platform, practices it highlights alongside its retirement plan fiduciary offerings.

To learn more about the advisors currently working at Optima Capital Management, 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.