Optimist Capital LLC is a Registered Investment Adviser and Financial Advisor providing Investment Counseling, portfolio management and Wealth Management services. Initially founded in 2007, we provide our 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.
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 focuses on tailoring to meet the specific needs, requirements and requests of the beneficial party of the portfolio.
Optimist Capital has a unlimited access when it comes to Investment selection. As such we seek out only the most beneficial investments for the client.
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.