Disciplined Investment Management

At Optima Asset Management, we design investment portfolios for true investors, not speculators. Discover the difference and how it serves you long term.

Evidence-Based Approach

Use decades of empirical evidence to make smart market moves.

Diversified Asset Allocation

Academic research shows that asset allocation accounts for over 90% of long-term overall portfolio behavior, significantly outweighing the relative importance of stock selection and market timing. No other component of the investment process is more important for reducing volatility, managing risk exposure, and providing consistent results.

Risk-Based Returns

In order to preserve your assets for generations, we’ll create customized portfolios that carefully consider the investment time horizon for your family’s various goals. Our approach applies 30+ years of research, analysis and experience. We do not invest based on “gut feeling” or speculation about what the future might hold.

Cost-Efficient Strategies

An important part of building wealth is keeping what you have. Taxes and fees can take a big bite out of your earning potential over many years. We apply smart tax strategies and keep a close eye on costs when building and maintaining your portfolio. 

Values-Based Guidance

We’re Committed to Your Financial Security

100% Independent

We’re not beholden to any company or shareholders, and we have no affiliation to any Wall Street firm or other party that could interfere with our objectivity.

Disciplined Knowledge

Our advice and strategies are grounded in experience, research, and sound financial principles, providing confidence through changing markets.

Trusted Partnerships

We work with industry-leading financial firms for market research and asset custody, such as Dimensional Fund Advisors and Charles Schwab.

Integrated Asset Management

Control the Purpose of Your Wealth

Meet Your Advisory Team

Let’s Get Started on Your Long-Term Investment Plan

Investment Insights

Disciplined Investment Management