Options Best Financial

Overview

Options Best Financial is a small, sole-proprietor advisory focused on portfolio management for individual and family clients, including small businesses. The firm runs a compact, equity-oriented approach: a clear preference for exchange-traded equities and ETFs sits at the center of portfolio construction, accompanied by mutual fund exposure. Management is fee-based on a percentage of AUM and may also include performance-based fees, indicating a willingness to align compensation with results for select client relationships. The firm is not an active ESG investor and operates as a single-state adviser serving three client relationships under a discretionary mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices