Tempe, AZ Office
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Optima Capital Management
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About
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.
Based on Optima Capital Management
Expertise
Based on Optima Capital Management
Demographic focus
Based on Optima Capital Management
Location
222 S Mill Ave, Ste 800
Tempe AZ 85281
Advisors at this office
2
Advisors at this office
Jonathan E
Series 66
Tempe, AZ
Optima Capital Management
Jonathan Elliott is a financial advisor with Optima Capital Management in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining Optima in 2019, he worked at Merrill Lynch for 16 years. He also holds an insurance license from the State of Arizona but is not affiliated with any insurance company or agency. Optima Capital Management provides wealth and portfolio management services to individual and high-net-worth clients, as well as retirement plans and trusts. The firm uses a goals-based process and multiple analytical methods to construct client portfolios and offers discretionary investment management, estate-planning coordination, sub-advisor services, and client education through seminars and market updates.
Todd B
CFP®, Series 66
Tempe, AZ
Optima Capital Management
Todd Bendell is a CFP® professional with 13 years of industry experience, currently serving at Optima Capital Management. He has worked at Amphibian Capital since 2021 as a General Partner involved in portfolio management and previously spent six years with Merrill Lynch. Outside of his financial advisory role, he teaches yoga, breathwork, and sound at a Phoenix-based studio. Optima Capital Management provides wealth management, financial planning, and portfolio management services to individuals, families, and businesses, including retirement plan advisory and fiduciary support. The firm employs a goals-based approach using written investment policies and manages portfolios with a range of strategies, including traditional equities, fixed income, and ETFs.
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