A complete list of active advisors currently associated with Optima Trade & Investments, LLC

Warmer can help you find a great advisor at Optima Trade & Investments, LLC or one who fits your needs even better.

Optima Trade & Investments is a registered investment adviser that offers portfolio management on a limited discretionary basis and provides financial planning and consulting services. The firm describes constructing portfolios across equities, corporate and municipal debt, mutual funds and options while permitting client‑imposed investment restrictions and providing ongoing supervision. OTI uses a blend of fundamental, technical, charting and cyclical analysis and states a preference for technical analysis combined with shorter‑term purchases and trading, employing stop orders to manage downside risk. The firm also deploys strategies such as short sales, margin transactions and option writing when consistent with client objectives and risk tolerances. Distinctive for its peer group, OTI discloses a market‑timing service and the availability of alternative billing arrangements — including hourly billing for some planning and consulting engagements and the option for performance‑based fees for qualified clients. The brochure also notes that, as of the most recent filing, the firm reported no client assets under management and that principals devote material time to other non‑advisory business activities, which may affect its capacity relative to typical investment‑manager peers.

To learn more about the advisors currently working at Optima Trade & Investments, 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.

Name	Location	Years of experience
Jeffrey Hensler	Wheeling, WV	20
Ross Merenda	Wheeling, WV	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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