Optimist Capital Information

Optimist Capital is an Institutional Wealth Manager for all. A Registered Investment Advisory Firm. We are not Brokers or product salesmen. We are a Fee only Investment Managers and We build portfolio’s tailored to your needs, wants and future. We are Fiduciaries 100% of the time no exceptions. The client always comes first. As Fiduciaries we will never invest in products such as Annuities or Mutual Funds, which typically carry high fees and commissions that rarely benefit anyone other than the Financial Advisor that sold them to you. There is always a better way, and anything a product such as an annuity can provide, we can find a better, less expensive, and more efficient, as well as better performing, way to provide for you. Rather than commission and product sales, we have a mutually beneficial situation, one where when you succeed, we succeed. This situation creates a drive to maximize your wealth. If you have interest in a better way to invest, we are here for you. We will do everything in our power to protect your wealth and plan for your future. Please call us at 561-771-8077