Optimist Capital

Optimist Capital

Optimist Capital LLC a Registered Investment Adviser (Fiduciary at all Times), offers comprehensive Wealth Management, including Portfolio Management, Retirement Planning, Estate Planning, and Risk Management. As implied by our name, Optimist Capital focuses on an optimistic, client-centric approach, aiming to build long-term wealth through disciplined investment strategies.
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Recent Articles

Recent Articles
ENCOURAGEMENT FOR THE LONG SUFFERING BEARS

ENCOURAGEMENT FOR THE LONG SUFFERING BEARS

THE BOTTOM LINE This update reviewed some of the elements constituting the bear case vis-a-vis... Read More "ENCOURAGEMENT FOR THE LONG SUFFERING BEARS"
Fly in the Ointment

Fly in the Ointment

THE BOTTOM LINE The recovery rally off the April low has now reclaimed over 80%... Read More "Fly in the Ointment"
EMERGING SIGNS OF STRENGTH BUT IS IT ENOUGH? strength

EMERGING SIGNS OF STRENGTH BUT IS IT ENOUGH?

THE BOTTOM LINE TATY and STERLING are positioned in ways, which suggests that the rebounding... Read More "EMERGING SIGNS OF STRENGTH BUT IS IT ENOUGH?"

Management

Management

Alexander Cooke

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Bianca Giancoli

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Gregory Adams

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John R. Smith

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