About Optima
Direct accountability from the person making the decisions.
Optima Capital Management has provided investment-advisory services in the Billings area since 2004.
Founder, President & Chief Compliance Officer
Christian G. Orms, CFA
Chris brings experience across investment management, strategic finance, private capital, and company operations to each client relationship.
He earned the Chartered Financial Analyst designation in 1998 and founded Optima Capital Management in 2004. His experience includes founding Horizon Capital Partners, serving as a chief financial officer, and working directly in an operating business.
That combination informs a practical view of wealth: portfolios are not abstractions. They support families, businesses, obligations, and long-term decisions.
A founder-led firm
Chris is Optima’s owner and only registered investment adviser representative. Prospective clients should evaluate whether the firm’s direct-service model, resources, and continuity arrangements are appropriate for their needs.
Professional standard
Judgment carries responsibility.
Optima is a fiduciary and has adopted the CFA Institute Asset Manager Code of Professional Conduct. The firm maintains policies addressing personal trading, conflicts of interest, custody, reporting, and client priority.