Firm information
Important disclosures.
Information to help prospective clients understand the scope and limitations of this website.
General information
Optima Capital Management, Inc. is a state-registered investment adviser located in Billings, Montana. Registration does not imply a particular level of skill or training. Additional information about Optima is available in the firm’s Form ADV Part 2A brochure.
No offer or individualized advice
This website is for informational purposes only. Nothing on it constitutes an offer to sell, a solicitation to buy, or individualized investment, legal, accounting, or tax advice. Advisory services are provided only under a written agreement after the firm determines that the engagement is appropriate.
Investment risk
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. No investment process can eliminate loss, predict market turning points, or assure a particular outcome. References to risk management, diversification, hedging, or portfolio construction do not imply that losses can be prevented.
Services and availability
Services described on this website may not be suitable or available to every person. Portfolio recommendations depend on a client’s circumstances, objectives, restrictions, and risk tolerance. Optima does not provide financial-planning, legal, or tax services. Strategic business-advisory services are separately scoped from investment-advisory services.
Third-party custody and expenses
Client assets are generally maintained with Charles Schwab & Co., Inc., an independent qualified custodian. Clients may incur custody, brokerage, trading, fund, partnership, and other expenses in addition to Optima’s advisory fee. Optima is not affiliated with Schwab.
Website accuracy
Optima seeks to keep this website accurate, but information may change without notice. The current Form ADV and executed client agreement control if this website differs from those documents.