Optima Capital LLC, headquartered in Hillsboro, Oregon, is a prominent local investment advisory firm operating across four offices. With a team of five highly skilled professionals, they specialize in providing comprehensive investment advisory services to their clients.
At Optima Capital, their main focus is on managing assets and maximizing returns for their diverse client base. With an average of $22,860,000 in assets under management per investment advisor, they demonstrate a solid track record of success. The firm's compensation structure is designed to align the interests of both the advisors and their clients, incorporat...
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Assets Under Mgmt
$161.08M
Investment Professionals
5
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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