OPTIMA CAPITAL MANAGEMENT

Overview

Optima Capital Management is a small, privately owned advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm runs fee-based relationship models (percentage of AUM plus other fees) and structures portfolios with a clear tilt toward publicly traded equities as the primary return engine. Investment activity centers on liquid, exchange-traded instruments for the core sleeve, while using third-party managers and fund vehicles for less liquid or specialist exposures. Optima does not position itself as an ESG-focused or multi-state pension consultant; its client base is concentrated and advisory services are largely bespoke to high-net-worth households and closely held business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices