Optima Asset Management, Inc. Information

HELPING FAMILIES MAKE SMART FINANCIAL DECISIONS For over 20 years, Optima Asset Management has employed a holistic, multi-generational approach to private wealth management. The vision on which the firm was founded in 1995, still holds true today: “In an industry that is known to be driven by profit margins and management bonuses, we provide clients an alternative by focusing on 1) working exclusively for their best interests, and 2) helping them to grow their wealth intelligently”. Thereby, empowering our clients to effectively control the destination and purpose of their wealth. Optima Asset Management is an independently owned, boutique investment advisor registered with the SEC and headquartered in Dallas. We serve as a Guide, Counselor and Advocate to ensure our client’s interests are always advanced and protected as they successfully navigate through a lifetime of investing. Our Mission: • Preserve your lifestyle: At Optima, we are committed to assisting you in making informed decisions about your financial future, allowing you to live with confidence in your financial independence, security and sustainability, both now and throughout your lifetime. • Build your legacy: At Optima, we will guide you in creating a legacy plan leading to preservation of not only your family assets, but also your family ideals, values and purpose; thereby making an enduring difference in the lives of those you love. • Guide and protect your loved ones: At Optima, we will be there to watch over their interests and provide the guidance so that they can be as diligent and prudent with the wealth management as you have been. Your wishes will be respected and your loved ones protected.