Optimist Capital LLC is a Registered Investment Advisor / Adviser and Financial Advisor providing Investment Counseling and Wealth Management services. We are registered under the Investment Advisers Act of 1940 with the Securities and Exchange Commission as well as various states. Initially founded in 2007, and principally owned by Alexander R. Cooke. The firm provides its services to individual clients, pension plans, corporations and foundations.
Optimist Capital provides Investment Adviser & Wealth Management services on marketable securities. The most common securities are listed equities, investment grade fixed income and options on listed equities.
Fundamental analysis is used to target long term growth, investments are typically held for more than one year.
For our services rendered we receive a fee based upon assets under management. Unlike most Financial Advisors who charge commission for services. We have a mutually beneficial situation, we succeed when you succeed
Optimist Capital places all portfolios in a composite best suited for the needs of the individual or beneficial party. Once placed in one of the composites, tailoring is done to meet the specific needs, requirements and requests of the beneficial party of the underlining account.
Optimist Capital has a unlimited access when it comes to Investment selection. Each composite has varying securities within it.
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 questions at anytime. We are here for you and consider you our greatest asset. Please do not hesitate to call, email 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, or Finanial Advisor, click 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.