A complete list of active advisors currently associated with Optimist Capital

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

Optimist Capital is a small, state-registered investment adviser that provides investment counseling and discretionary portfolio management to individuals, trusts, estates, charitable organizations and corporations. The firm also offers pension consulting for small- to medium-sized businesses, managing those plans similarly to independent retirement accounts and generally using indexed investments for plan holdings. The firm’s investment process combines fundamental security selection with portfolio-level composites (Growth & Income, Growth, and Balanced) and tailors allocations through a client-specific Investment Policy Statement. Portfolios emphasize listed equities, investment-grade fixed income and listed equity options, are typically held for more than a year, and are reviewed at least monthly with quarterly reporting to clients. Optimist Capital produces an in-house weekly market email that uses technical analysis and is distributed to clients and the public, along with a quarterly newsletter summarizing firm updates and planned activity — a practice that is uncommon among peers. The adviser manages assets in-house (roughly $96.7 million in AUM), does not recommend mutual funds, and highlights tax-aware monitoring of low-cost-basis positions and client-imposed investment restrictions.

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