Optimist Capital LLC is a Registered Investment Adviser (Fiduciary at all Times) providing Financial Planning, Financial Consulting, Investment Counseling & Advice, Portfolio Management, Wealth Management, as well as Teaching and Research.
We provide our services to individual clients, pension plans, corporations, foundations and other wealth managers, throughout the U.S. and approved International Countries
Optimist Capital provides Financial Planning, Investment Advisory & Wealth Management services on marketable securities. The most common securities are listed Equities, investment grade Fixed Income (Bonds) and Options on listed Equities.
For our services rendered we receive a fee based upon assets under management. We have a mutually beneficial situation, we succeed when you succeed
Optimist Capital focuses on tailoring to meet the specific needs and requirements of the beneficial party of the portfolio.
We have unlimited access when it comes to investment selection and as such we seek out only the most beneficial investments for the client.
We exhaustively research every investment and action we take.
As Registered Investment Advisers we are Fiduciaries 100% of the time, no exceptions. As a Fiduciary we know that you come first and hope that you will take that to heart.We welcome you to reach out to us with any and all questions. We are here for you and consider you our greatest asset. Please do not hesitate to call, email and / or write. We will respond and are always happy to help, teach or just converse about the current market.
Always Research Your Investment Adviser, Broker, and / or Finanial Advisor. Click on the Brokercheck link below to research any properly registered firm or individual. (Us Included) Pay special attention to any firm or individual who has a disclosure.