We help our clients pursue their wealth management goals and invest money wisely through careful advice, astute investment management and access to the capabilities and network of Optima Capital.
Our financial planners work closely with high net worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of Optima Capital.
Through ever-changing markets and shifting industry conditions, we give you the edge you need to keep your objectives on track through a combination of market expertise, extensive relationships and deep industry knowledge.
At Optima Capital, the tenets of institutional investing have defined the firm since its founding – discipline, consistency and a prudent investment approach. Since inception, we have been managing portfolios and 401K retirement plans for a diverse range of institutional investors.
Our advisory and wealth management professionals can assist executives in achieving your goals through all cycles of growth. From evaluating mergers and acquisitions (M&A) opportunities to helping you raise the capital you need to fund future initiatives or guiding you through important transitional phases, we help you grow or sustain your business. Optima Capital Partners are experts in valuing businesses. If you are considering expanding your business or working on your exit strategy to sell your business we have the valuation methodology to give you an accurate appraisal of your business. Optima will work with small and large businesses and has experience in diverse market verticals.