For over 25 years, Optima Asset Management has been providing a customized, intelligent approach to investment and wealth management. As an Independent firm, Optima works exclusively for your best interests, providing an alternative to the Wall Street firms. Optima has evolved over the years in what we do and who we serve as the needs of our clients have changed.
Initially, we served successful individuals who have accumulated a significant amount of assets. As their families grew, we began serving their children as they advanced in their own careers. We found a need to serve those who found themselves in transition (either through death of spouse or through divorce).
Initially, we served successful individuals who have accumulated a significant amount of assets. As their families grew, we began serving their children as they advanced in their own careers. We found a need to serve those who found themselves in transition (either through death of spouse or through divorce).
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In 1995, the founder decided to build an independent firm from the ground-up as if he was only going to manage his father's assets. How he managed his family's assets is how he wanted to manage his client's assets, serving only their interests. We are legally mandated to put YOUR needs above our own, always acting fairly and honestly.
In our last piece, we covered fund management costs. Next, let's take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live-and what does it cost to buy, sell, and hold them? In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing.
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